email@example.com | 027 251 3586
Anthony joined the Total Life team in October 2021. He has over 20 years’ experience in the Financial Services industry.
Anthony enjoys getting to know his clients and helping them achieve their goals. He advises in all aspects of equity, fixed interest investment and KiwiSaver, specialising in portfolio management for private clients and trusts.
Anthony holds the following qualifications:
· Graduate Diploma in Business Studies (Personal Financial Planning), Massey University (1999)
· NZ Stock Exchange Diploma (2002).
In 2010 Anthony was awarded Certified Financial PlannerCM by the Institute of Financial Advisers, and in 2015 was awarded the Presidents Award by the Institute of Financial Advisers for outstanding service and loyalty to the Institute and the financial services industry.
Anthony is continuing his professional development and is completing the NZ Certificate in Financial Services.
In his leisure time, he enjoys having a run around on the squash court and is actively involved in the Makarewa Squash Club. He is married to Joanne, and they have two adult children, Hayden and Anna.