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Contact
Book an Appointment
Contact
Book an Appointment

Poole Advisory is a privately-owned boutique financial advisory firm, offering a suite of financial advice services to help you get your finances under control.

The team at Poole Advisory has over 20 years of experience advising families, businesses, and high net wealth individuals. Our approach is to evaluate your current financial situation and collaborate with you to define strategies that are personalised, meaningful, and achievable to allow you to live a life of prosperity.

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KNOWLEDGE IS POWER

Poole Advisory offers clients a high-value, client-centric service based around core values of Integrity, Care, Loyalty, Fairness, Respect and Competence. We aim to streamline and simplify your finances while empowering you with knowledge to make better-informed decisions.

Poole Advisory Bowral
Know our team

A ROBUST PROFESSIONAL NETWORK

Poole Advisory has a network of trusted and best of breed professionals of accountants, mortgage brokers, lawyers, property advisers and buyers agents. As a Poole Advisory client, we’re here to help you achieve your goals with strategies and objectives that gives you the best opportunities to build your path to prosperity.

Poole Advisory Sydney
Poole Advisory Bowral
Poole Advisory Sydney
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Anthony Poole
MAppFin(FinPlan)
DIRECTOR | FINANCIAL PLANNER

After more than 20 years’ experience as a financial adviser, Principal and Snr Adviser Anthony Poole founded Poole Advisory in 2020 with a mandate to provide a client-centric advisory business.

Anthony earned a masters of applied finance, was head of the Investment Management Committee at Announcer Financial Planning, and brings extensive experience around cash flow, superannuation, self managed superannuation, trusts, investments, gearing, insurances, retirement planning, and estate planning. He is an active, voting member of the Association of Financial Advisers.

Anthony believes that every situation and every client is unique and prioritises transparent communication, offering pragmatic solutions that are easy to understand and implement. Anthony takes the time to fully understand a client’s circumstances, what they wish to achieve, and establishes a realistic timeframe in which to achieve it. By educating clients in layman’s terms, they feel more confident in their involvement in the development of tailored financial strategies.

Passionate about delivering clients results that allow them to live a life of prosperity, Anthony’s many glowing reviews are testament to the success of his approach. His end-to-end service and the genuine care he takes in his clients’ lives is what makes Anthony so highly-regarded. So much so, in fact, that he was recognised as one of Australia’s most trusted advisers—as voted by his clients and awarded by the independent Beddoes Institute.

Outside of work, Anthony is a husband and loving father of two beautiful girls and one boy. Anthony is a lover of all sports and country life.

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Catherine Barrett
ADVICE MANAGER

Catherine was a financial adviser in 2002 and enjoyed 18 years providing advice for clients before taking a different path, where she moved into preparing financial advice documents for Financial Advisers.

She has extensive knowledge in preparing compliant and personalised advice involving strategies such as superannuation, self-managed superannuation, wealth accumulation, risk management, gearing, retirement planning, Centrelink strategies and estate planning.

She has a Master’s in Financial Advice and even won a national award with Kaplan for Governance and Ethics, one of two electives. The other one being SMSF where she achieved a high distinction.

Catherine leads our advice production team a
She is a valuable member of Poole Advisory, who always has a client-first approach to advice.

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Alexis Tejada
Paraplanner

Alexis is an integral member of the Poole Advisory Paraplanning team. She has extensive experience in preparing high quality, compliant and personalised advice involving strategies such as superannuation, self-managed superannuation, wealth accumulation, risk management, gearing, retirement planning, Centrelink strategies and estate planning.

She is a fan of learning new things, new strategies and working closely with financial planners to develop high quality strategies and plans.

She holds a Bachelor of Science in Commerce with a Major in Management Accounting.

Her favourite saying is “What’s meant to be will always find its way”.

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Christian Amora
Paraplanner

Christian is an integral member of the Poole Advisory Paraplanning team. He has been a paraplanner since 2018. He enjoys the challenges that each client file is different and with the support of advisers developing the best strategies possible to help each client achieve their goals.

He holds a Bachelor of Science in accounting & has extensive experience in preparing high quality, compliant and personalised advice involving strategies such as superannuation, self-managed superannuation, wealth accumulation, risk management, gearing, retirement planning, Centrelink strategies and estate planning.

In his spare time, he enjoys playing and watching basketball. His favourite saying is: “Don’t be pushed around by the fears in your mind, be led by the dreams in your heart”.

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Eriel Ciriaco
BSc Management Accounting
FINANCIAL PLANNING ASSISTANT

Eriel’s role as a Financial Planning Assistant provides essential day-to-day client administrative duties where her Bachelor of Science in Management accounting makes her an administrative superstar.

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