Financial Adviser
· THORNTON, NSW
Anthony Foy
No disciplinary history on record with ASIC
THORNTON,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000413846
Anthony Foy is a financial adviser based in Thornton, New South Wales, with 15 years of experience in the financial services industry since 2011. Anthony is currently authorised under Alliance Wealth, operating through Collective Financial Advice. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Advanced Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Margin Lending Accreditation Program
DeakinPrime
2012
Self Managed Superannuation Funds Program
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Aged Care Professional Accreditation Program
Aged Care Steps
2021
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2022
Client Engagement Skills Course (FPC007B)
Behavioural Finance - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register