Anthony Broad
Financial Planner
Qualifications
- Bachelor of Economics
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
My passion is to guide clients through the complexities of retirement and establish a plan that enables them to achieve their personal goals and objectives.
Anthony has over nine years' experience in the finance industry and more than four years as a financial planner. Before joining StatePlus, Anthony worked as a Financial Planner for one of Australiaís major banks.
Anthony brings outstanding technical knowledge to his position and prides himself on his attention to maintaining the highest client service standards. He is committed to working closely with his clients to provide sound financial advice to help them reach their goals and objectives in all stages of their life.
Born and raised in Newcastle, Anthony lived there his whole life. He is a passionate golfer and a member of the Newcastle Golf Club, where he can be found frequently for a round or two.