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anthony-kapetanovicAnthony has been providing personalised advice to affluent clients since 1995. He develops a detailed understanding of client’s objectives and tailors strategic solutions. Anthony’s main areas of expertise are centered on the strategy requirements of Superannuation (including self managed), Corporate Superannuation Plans, Retirement Income Streams, Corporate Structuring and Wealth Creation.

 

Anthony is a CERTIFIED FINANCIAL PLANNER, or CFP practitioner, and holds a Diploma of Financial Planning from Deakin University. He has been accredited as a SELF MANAGED SUPER FUND SPECIALIST, or SSA with the Self Managed Super Funds Association of Australia. Anthony is also a member of the Financial Planning Association of Australia Limited.

Find us: 127 Paisley Street, Footscray VIC 3011 map...      Call us: 03 9680 1000      Email us: here...