Anthony John Curtis
Financial Adviser in Neutral Bay, New South Wales, Australia
Review Anthony John Curtis
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000259125
- Location
- Neutral Bay NSW 2089
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 1998
- Qualifications
- Bachelor of Economics, University of Sydney (1977); Securities Institute Diploma, FINSIA (1986); Ethics and Professional Relationships, QUT (2020)
- Memberships
- CPA Australia (CPA); FINSIA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony John Curtis
Anthony John Curtis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Neutral Bay, New South Wales (adviser number 000259125).
The licensee Anthony advises under is Morgans Financial Limited (AFS licence 235410). The current authorisation started on 10 March 2004.
According to the register, Anthony first provided financial advice in 1998. The qualifications listed for Anthony include Bachelor of Economics (University of Sydney, 1977), Securities Institute Diploma (FINSIA, 1986) and Ethics and Professional Relationships (QUT, 2020). Anthony is recorded as a member of CPA Australia (CPA) and FINSIA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Anthony John Curtis here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Anthony John Curtis a registered financial adviser?
Yes. Anthony John Curtis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259125.
Which licensee does Anthony John Curtis work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Anthony John Curtis 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; standard margin lending; derivatives; managed discretionary account services.