Anthony Shear
Director, Financial Adviser
CFP
Anthony is a Certified financial planner with over 15 years experience in the industry. He is a member of the Financial Planning Association.
Anthony believes personal financial planning is important because it provides you with a method of organising your financial tomorrows for yourself and is about planning for the unforeseen, and empowering you to have the independence to handle unpredicted events in your life.
Authorised Representative No 248684
Credit Representative No 230690
We have a dedicated team of support staff who’s strong team focus is to work together to continually try to improve and set a standard in our industry that other’s cannot match. With a culture of continuous learning, our team is consistently up to date with industry change.
Lyn Dickson, Senior Paraplanner
Clare Ryan, Paraplanner
Charlie Byne, Associate Planner
Kat Midgley, Relationship Manager
Rhys Edwards, Relationship Manager