Anthony Simpson
About Me
I began working in financial services in 1991 after a short stint in the military. I love working with all types of clients, ranging from young singles and couples to pre and post retirees, helping them understand their finances, and grow and protect their wealth. I specialise in portfolio management, superannuation, insurance, and tax minimisation.
Over the years I have seen the power good advice can have in people’s lives. I am inspired by watching my clients take control of their financial futures and achieve financial independence. I am a firm believer in educating my clients and spend time making sure the complex world of investing and financial planning advice is simple to understand. I love putting a smile on my client’s faces. This is my why.
In my downtime I enjoy the beach lifestyle and the outdoors with my family. I am a big AFL fan (go the Tigers!) and love a game of golf or a surf.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 16 Years
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Licensed By Futuro Financial Services Pty Ltd