Anthony Sloan
Financial Adviser in Lyneham, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001778
- Location
- Lyneham ACT 2602
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 6 December 2019
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, The Australian National University (2000); Bachelor of Commerce/Engineering (Honours), The Australian National University (2000); Bachelor of Engineering, The Australian National University (2000); Diploma of Financial Services (Financial Planning), Kaplan (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012); Advanced Self Managed Superannuation Funds Workshop, Kaplan (2013); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Sloan
Anthony Sloan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Lyneham, Australian Capital Territory (adviser number 001001778).
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 6 December 2019.
According to the register, Anthony first provided financial advice in 2012. The qualifications listed for Anthony include Bachelor of Commerce (The Australian National University, 2000), Bachelor of Commerce/Engineering (Honours) (The Australian National University, 2000) and Bachelor of Engineering (The Australian National University, 2000). Anthony is recorded as a member of 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 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 Sloan a registered financial adviser?
Yes. Anthony Sloan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001778.
Which licensee does Anthony Sloan work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Anthony Sloan 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.