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Burwood
We are committed to providing a comprehensive range of accounting, tax and advisory services for today's economic environment that help you realise your goals. Call us today to arrange a time to grab a coffee and talk about your needs.
Burwood
We work with Australian families everyday, in all walks of life, and in a variety of financial circumstances. With our hands on support and process we will guide you towards meeting your financial goals, protecting your assets and retiring with peace of mind.
Burwood
Home Loans | Personal Loans | Car Loans - Your needs steer our mission! Empowering financial dreams across Australia, we're more than your typical broker. With connections to over 50 top-tier lenders, we tailor loan solutions that fit your life. Whether it's home, personal, or car loans, we work diligently to secure favorable terms and flexible repayments, making your financial aspirations achievable.
Burwood
Antony Fernando, a Certified Financial Planner and a Charted Retirement Planning Counselor® is the Director and Principal Financial Planner at St. Anthony Financial Planning who has experienced over 26 years in the financial services industry and 7 years as a Financial Planner. Our First meeting is Complimentary and at no cost to you is based on Value-based conversation that helps to identify what really matters to you to lead the life you always dream of.
Greg Pereira
Consulting Anthony was the best move I made as I approach retirement, with no financial expertise and with recent sale of my investment property attracting capital gains I was seriously worried. Anthony patience and simple honest explanations with formulation of specific financial plan for me and my wife was excellent resulting in immediate reduction with Capital gains and in roads into building up our superannuation with no tax implications. Anthony friendly support/guidance end to end with our financial plan journey was exceptional honest and tailored specifically to our needs which has set us up with right tools to retire comfortably. We strongly recommend anyone looking for honest no frills and competitively priced financial planner to use St. Anthony Financial Planning. Thank You Anthony & Team. 🙏🙏🙏
Burwood
Our business provides quality and trusted holistic advice to clients, drawing on over 15 years of experience in financial services. We take a comprehensive approach to financial planning, addressing all aspects of our clients' financial well being to create customized solutions that align with their goals and values. Our focus on integrity and excellence ensures that our clients receive the highest level of service and support.
Northeast is a privately owned business, which offers advice on a fee for service model. This means we're not aligned with any product providers, and you’re not at risk of being charged any fees that you’re unaware of. We've done our best to remove the noise and the conflicts so that you can rest assured your advice will be highly personalised, with your best interests at heart.
I chose my career because I love helping people to get the most out of their lives. Although money isn’t the key to happiness, understanding how to manage money brings enormous peace of mind, and offers opportunities to live life in the way that matters most to you.
Having worked as an advisor at a ‘Big 4’ bank, I’ve seen first-hand that advice can all too quickly become about just selling products. This style of advice is disturbingly common, and I’m very proud to say that our business couldn’t be further from this approach.
My advice starts with a deep interest and understanding of your money, your passions, your goals and your challenges. After getting clear on you, I’m focused on the specific strategies that will provide meaningful progress toward achieving your goals and ultimately, living life on your terms. Achieving the best financial outcomes is a result of taking a holistic view of your situation, which is what we do best.
I’m passionate about educating myself and my clients. Personally, this means holding a Bachelor of Commerce, completing further studies in Financial Advice (including FASEA), being a registered Tax Agent with the Tax Practitioners Board, and being a member of the Financial Planning Association. For my clients, this means educating them to make better independent financial decisions, getting clear on what they’re looking to achieve, and providing continued support and coaching through our ongoing relationship.
We are happy to accommodate both face-to-face meetings at our offices, as well as videoconferencing.
5.00/5.00
based on 20 reviews
The average rating for Bark Financial Advisors in Burwood is 5.00, based on 20 reviews.
