Financial Adviser · MELBOURNE, VIC

Anthony David Foale

MELBOURNE, VIC
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000292419
Currently at
Melbourne, VIC (firm address)

About Anthony David Foale

Anthony David Foale is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Anthony is currently authorised under Togethr Financial Planning. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Anthony is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1992
Bachelor of Economics
La Trobe University
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribecca Learning (Aust) Pty Limited
2009
Certified Financial Planner
Financial Planning Association of Australia Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Oct 2019 - Present Current
CSF PTY LIMITED
Jul 2017 - Oct 2019 Ceased
Jan 2012 - Jul 2017 Ceased
Restrictions: Margin lending and general advice only in general insurance products.
Aug 2005 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register