Anthony Daniel Sinclair
Financial Adviser in Ivanhoe, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000307183
- Location
- Ivanhoe VIC 3079
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 19 October 2006
- First provided advice
- 2006
- Qualifications
- Bachelor of Business, Swinburne University of Technology (2002); Certified Practising Accountant (CPA), CPA Australia (2004); Diploma of Financial Services (Financial Planning), FINSIA (2006); Margin Lending and Geared Investments, Kaplan Higher Education (2010); SMSF Specialist Advisor, SMSF Association (2011)
- Memberships
- CPA Australia (CPA); SMSF Association - SMSF Specialist Advisor (SSA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Daniel Sinclair
Anthony Daniel Sinclair is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ivanhoe, Victoria (adviser number 000307183).
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 19 October 2006.
The register records 2006 as the year Anthony first provided financial advice. Qualifications and training on file include Bachelor of Business (Swinburne University of Technology, 2002), Certified Practising Accountant (CPA) (CPA Australia, 2004) and Diploma of Financial Services (Financial Planning) (FINSIA, 2006). Professional memberships recorded: CPA Australia (CPA) and SMSF Association – SMSF Specialist Advisor (SSA).
Anthony is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anthony Daniel Sinclair a registered financial adviser?
Yes. Anthony Daniel Sinclair is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000307183.
Which licensee does Anthony Daniel Sinclair work under?
Count Financial Limited, Australian financial services licence 227232.
What can Anthony Daniel Sinclair give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.