Anthony William Sultana
Financial Adviser in Penrith, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000406161
- Location
- Penrith NSW 2750
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 15 July 2022
- First provided advice
- 2000
- Qualifications
- Certificate in Financial Markets, Securities Institute Education (1997); Graduate Diploma in Financial Planning, Securities Institute Education (2001); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds, Kaplan (2017)
- 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 William Sultana
Anthony William Sultana is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Penrith, New South Wales (adviser number 000406161).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 15 July 2022.
The register records 2000 as the year Anthony first provided financial advice. Qualifications and training on file include Certificate in Financial Markets (Securities Institute Education, 1997), Graduate Diploma in Financial Planning (Securities Institute Education, 2001) and Margin Lending and Geared Investments (Kaplan Professional Education, 2011). Anthony is recorded as a member of Financial Advice Association of Australia (FAAA).
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 William Sultana a registered financial adviser?
Yes. Anthony William Sultana is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000406161.
Which licensee does Anthony William Sultana work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Anthony William Sultana 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.