Poole Advisory Featured in The Fold

The fold talks to Anthony Poole on all things financial planning and life in the southern highlands.

Read the full article: BEHIND THE BIZ // Poole Advisory

Our Director and Financial Planner, Anthony Poole, was recently featured in The Fold – the Southern Highlands’ #1 local media publication.

From running his own financial advice business in Bowral and Sydney to making the move to secure his dream lifestyle in the Southern Highlands, Anthony shared some incredible insights into his life.

He also talked about what it means to him to be a financial adviser and to be able to work with clients he cares about.

For Anthony, one of the biggest benefits in his role as Financial Adviser at Poole Advisory is how he how every day, he gets to inspire people to live a better life every day.

“My role is to provide guidance and help them really understand what their actual goals and purpose are, and the lifestyle they actually wish to be living.”

With over 20 years of experience as a financial adviser, and with a wealth of education and knowledge, Anthony is incredibly passionate about delivering clients results that allow them to live a life of prosperity.

To read more about Anthony Poole and Poole Advisory, read the full article from The Fold here.

 

Compliance Disclaimer:

This information contains general advice only, that is, advice which does not take into account your needs, objectives, or financial situation. You need to consider the appropriateness of that general advice in light of your personal circumstances before acting on the advice. You should obtain and consider the Product Disclosure Statement for any product discussed before making a decision to acquire that product. You should obtain financial or credit advice that addresses your specific needs and situation before making investment or borrowing decisions. Taxation information is based on our interpretation of the relevant laws as at 1 July 2018. While every care has been taken in the preparation of this information, Prosperitas Partners Pty Ltd does not guarantee the accuracy or completeness of the information. The case studies are hypothetical, for illustration purposes only and are not based on actual returns

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

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