Anthony Foy
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000413846
- Location
- Newcastle NSW 2300
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 September 2023
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Margin Lending Accreditation Program, DeakinPrime (2012); Self Managed Superannuation Funds Program, Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2014); Aged Care Professional Accreditation Program, Aged Care Steps (2015); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2021); Client Engagement Skills Course (FPC007B), Kaplan Higher Education (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Foy
On the Financial Advisers Register kept by ASIC, Anthony Foy appears as a current financial adviser in Newcastle, New South Wales, adviser number 000413846.
Anthony provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 1 September 2023.
According to the register, Anthony first provided financial advice in 2011. The qualifications listed for Anthony include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012), Margin Lending Accreditation Program (DeakinPrime, 2012) and Self Managed Superannuation Funds Program (Kaplan Professional, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 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 Foy a registered financial adviser?
Yes. Anthony Foy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000413846.
Which licensee does Anthony Foy work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Anthony Foy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.