Anthony Poci
Financial Adviser in Templestowe, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343904
- Location
- Templestowe VIC 3106
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 28 May 2020
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2006)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Poci
Anthony Poci is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Templestowe, Victoria (adviser number 000343904).
Advice is given under the Australian financial services licence of Nextplan Financial Pty Ltd, licence number 452996. That authorisation dates from 28 May 2020.
The register records 2006 as the year Anthony first provided financial advice. The qualifications listed for Anthony include Bachelor of Business (Financial Planning) (RMIT University, 2006). Professional memberships recorded: CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Poci a registered financial adviser?
Yes. Anthony Poci is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343904.
Which licensee does Anthony Poci work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can Anthony Poci 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.