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St Anthony Financial Planning

301 Burwood Highway, Burwood VIC

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About

Welcome to St. Anthony Financial Planning, where we are dedicated to setting lives up for success.

With over 24 years in financial services industry and more than 6 years as a Senior Advisor, Antony Fernando is here to provide you with the highest quality service to lead your best life.

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11 hires on Bark
15 min response time

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Reviews (3)

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5/5

3 customer reviews

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verified
4 November 2023

Financial Advisors

Very receptive, knowledgeable, and quick to respond.

verified
31 October 2022

Financial Advisors

I used Antony Fernando from St Anthony Financial Planning - he was very professional and gave excellent customer service - I am very happy with the financial advice I received - it meet all my needs

verified
4 January 2022

Financial Advisors

He called which made it easy. Bbb

Q&As

What I love most about my job as a financial advisor is the opportunity to work with clients who have unique circumstances, as each client brings a fresh set of circumstances. I enjoy helping people achieve their life goals by, developing personalized strategies tailored to their specific needs. It's incredibly fulfilling to make a positive impact on their financial well-being and guide them towards a more secure future. The dynamic nature of the financial industry keeps me engaged and intellectually stimulated. Whether it's helping someone save for their child's education, plan for retirement, or navigate a complex financial situation, knowing that I played a part in their journey towards financial security and accomplishing their dreams is incredibly fulfilling to me.

The inspiration behind starting my own business as a financial advisor was driven by two main factors: the desire for full control and accountability, and the passion for providing exceptional service to my clients. By having my own business, I can take complete ownership of my work and decisions, allowing me to operate with the flexibility and autonomy needed to best serve my clients' interests. This sense of control empowers me to tailor personalized strategies that align with their unique circumstances, goals, and aspirations.

Clients should choose us as their financial advisors because of our extensive experience in the field and our unwavering commitment to prioritizing their needs. With years of successfully navigating diverse financial scenarios, we bring deep knowledge and expertise to the table. What sets us apart is our genuine dedication to our clients' well-being and their pursuit of a fulfilling life. We take the time to understand their goals, values, and concerns, and then craft personalized strategies to help them achieve financial success. Our client-centric approach, coupled with our commitment to ongoing support and education, ensures that clients have the tools and guidance they need to confidently navigate their financial journey and make informed decisions. With us, clients gain a trusted partner who combines experience, personalized service, and a genuine passion for helping them live their best financial lives.

Services

Whether you have a specific need such as helping your children with their education expenses, making sure your insurance cover meets your needs or you’re considering how to develop and implement a tailored retirement, wealth creation, or wealth management plan, we can help.

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