About Us

Introducing Tony Anderson

Anthony (Tony) Anderson, CFP is an Authorised Representative (No. 244 633) of Professional Investment Services Pty Ltd (PIS) ABN 11 074 608 558.  His Australian Financial Services Licence number is 234951.

Tony is a Senior Financial Planner with an extensive and varied career within the Financial Planning and Insurance Industries for the past 34 years.

Areas of Expertise

Tony has a background in Financial Planning and Life Insurance. Client's interests are considered first, last and always. Given Tony's length of service and experience, he can assist clients in a vast range of areas from "Wealth Creation" to "Retirement Planning".

Previous Work Experience

• Joined General Insurance at age 16.
• Rejoined Insurance Industry as a life agent up until 1987 after a period of "National Service" Army training.
• Involved as a Financial Planner in various roles from 1987, including:
  
  • Self-employed practitioner between 1987 and 1994
  • In-house Financial Planner for a prominent Adelaide-based stockbroker,
  • Senior in-house Financial Planner for two medium-sized Adelaide Accounting Practices from 1995, and
  • Recommenced own practice again early in 2002.

Professional Associations and Affiliations

• Certified Financial Planner ("CFP")
• Diploma in Financial Planning
• Associate Member of Financial Planning Association ("FPA")
• Life member of Sacred Heart Old Scholars Association
• Living Hope telephone counsellor
• Affiliate member Law Society (SA)

Personal

Tony is married to Kathleen and is living at Littlehampton. Apart from being an early morning swimmer, Tony enjoys a variety of sports as well as gardening, walking and going to the movies with Kathleen.