Financial Adviser in Bowral and Sydney

Poole Advisory

Financial Adviser.
Investment Advice.
Wealth Creation.
Retirement Planning.
Financial Planning.
Plan well. Live more.
We provide personalised financial planning and strategic advice for individuals, families and business owners across Bowral and Sydney.

Our role is simple: to simplify complexity, structure your options clearly and help you move forward with confidence.
Plan well. Live more.
Book an intro call
Explore our approach
FS Power 50
Anthony Poole has been recognised by Financial Standard as one of the most Influential Financial Advisors in Australia 2024 & 2023.
FS Power 50 2024 50 Most Influential Advisors
50 Most Influential Advisers FS Power 2023 Financial Standard
Smiling couple sitting on a couch, the woman knitting and the man holding a cup and saucer, with a small dog resting beside them.
About Us

Over 20 years of trusted financial guidance.

Poole Advisory has over 20 years of experience providing personalised financial advice to families, businesses, and high net wealth individuals.

Our approach is to evaluate your current financial situation and collaborate with you to define financial strategies that are meaningful and achievable to allow you to live a life of prosperity.

Because we believe that the smartest financial move you can make is one that gives you back your time to enjoy what matters most. Plan well. Live more.

Located in Sydney and Bowral, our team of expert financial advisers are ready to help you pursue financial freedom.
Get to know us
Poole Advisory - Financial Advice - Bowral & Sydney
OUR APPROACH

Financial advice tailor-made for you.

Man with tattoo on arm leaning over to help a woman with a notebook as they both look at a laptop on a desk.
Step 1
We listen to understand.
Understanding you, your relationship with money, your challenges and your aspirations, is key to building a great financial plan. We will take the time to understand what drives you and what strategies you are comfortable with.
Step 2
We demystify financial planning and make it simple.
Navigating through all the financial concepts and misinformation can be very daunting. We will help you to narrow down the endless options and devise the right strategy for you.
Step 3
A goal without a plan is only a dream.
We will provide you with a map on how to get to where you want to be and measure your progress through regular reviews. Poole Advisory is here to help you get a clear view of your money, so you can confidently plan for the future; freeing up time to enjoy the life you’ve work hard to build.
Testimonials

Real conversations. Real outcomes.

Testimonial from Lisa, a Poole Advisory client, praising Anthony's expertise in retirement planning and strategy.
Testimonial quote praising Anthony’s help with insurances, super, and estate planning, highlighting satisfaction with his communication and expertise.
Testimonial quote praising Anthony Poole as a knowledgeable advisor who is patient with older people and willing to help with technology, attributed to Roseanne Newton, Poole Advisory Client.
Quote from Henri, Poole Advisory Client: Now one year on we are pleased to share we are on track and ahead of expectations. The interaction with Anthony has been positive and yes his smile is real.
Quote from Veronica Moran, a Poole client of 10 years, about strategies for building and maximizing wealth for the future.
Why Choose Poole Advisory?

Poole Advisory are more than Financial Planners.

We’re Wealth Partners.

Our Goal

Our goal is to build a financial future for you and your family. We work with you to understand your current circumstances and provide a holistically developed wealth plan to help you achieve financial prosperity. Plan well. Live more.

Our Focus

Our focus is on giving you back time and peace of mind, with strategies designed to protect and grow your wealth for the future.

Our Clients

Our clients love that we make things simple, provide clarity on the path ahead, and empower them to take action towards financial freedom today.
How we can help

Financial Services

Retirement Planning
It’s never too early to start your retirement plan. We take pride in helping our clients enjoy their dream retirement.
Wealth Creation + 
Investment Advice
Our experienced financial advisers can help you with personalised investment advice and wealth creation solutions to help you achieve financial freedom.
Insurance Advice + 
Wealth Protection
Wealth protection can give you the peace of mind that your financial future will be protected no matter what life throws at you. Talk to our financial consultant today.
Superannuation + SMSF Advice
Superannuation can be a tax-effective 
way to save for your future. The earlier 
you start planning for your retirement, the more options you will have.
Cash Flow Management
Having cash flow management processes in place can give you peace of mind that you’re on track to meet your financial goals.
Estate Planning
Looking for the best financial advice on Estate Planning? Save your loved ones from additional stress with family estate planning.
Business Planning
We offer a number of business and financial planning services to help protect your business investments and financial future.
Blog

Insights to help you make confident decisions

View all articles
Federal Budget 2026: What the Changes Mean for You
The latest Federal Budget includes proposed changes to tax, property investing, trusts and aged care. Here’s a simple breakdown of what matters, what may change, and what it could mean for your financial future.
Federal Budget
May 13, 2026
Insurance and Wealth Protection. What You Actually Need and What Matters Most
May 13, 2026
Plan well. Live More.
Business Planning | Financial Advice | Financial Planning | News
April 14, 2026
Can You Afford to Buy and Should You?
Business Planning | Financial Advice | Financial Planning | News
April 7, 2026

It starts with a conversation.

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Poole Advisory logo
Sydney
Level 1, 60 Martin Place,
Sydney, NSW 2000
Bowral
Shop 25B, Level 1,
310-312 Bong Bong Street,
Bowral, NSW 2576
Book an intro call
Contact us
FAAA logo
Poole Advisory Pty Ltd ABN 15 642 040 604 is a Corporate Authorised Representative (No. 001282603) of Prosperitas Partners Pty Ltd ABN 30 662 654 453 / AFSL 544 917
© POOLE ADVISORY 2026 | Adviser #441068
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