Welcome to the Asset Financial Planners Directory

Anthony Clark

Suite 107 Gallery Level Springetts’ Arcade
BOWRAL
NSW 2576
Australia
02 4861 5989
02 4961 5992
Anthony Clark - Principal
anthony.clark@genesyswealth.com.au
www.highlandliving.com.au/Financial Services/Bowral

Member of:
FPA member

Licence provider:
Self licensed or privately owned group

Dealer Group:
Genesys Wealth Advisers
Level 2 240 Beecroft Road
EPPING, NSW 2121

Minimum annual fees:
$1,100 (including GST)

Profile

Anthony Clark BA, CFP, Dip FP has had over sixteen years experience in financial planning after a successful career as managing partner of a small business. He has the academic qualification Diploma in Financial Planning (with distinction and first prize in every subject of the Diploma) and the internationally recognised professional qualification Certified Financial Planner.

He is an authorised representative of Genesys Wealth Advisers Ltd (AFSL No. 232686), a wholly owned subsidiary of Challenger Financial Services Group Ltd, one of the largest "non-bank" financial institutions in Australia.

Anthony offers an initial consultation free of charge. For written advice and ongoing service HE CHARGES FEES AND REBATES ALL COMMISSIONS, BOTH INITIAL AND TRAIL.

Although Anthony sees local clients at his own office is in Bowral, he travels regularly to both Sydney and Canberra. He sees clients at an office in Bligh Street, Sydney and at University House, ANU, Canberra.

The Community and Public Sector Union, which covers federal public servants, refers many of its members to Anthony.

Speciality Details

Anthony Clark specialises in wealth creation and preservation, pre-retirement and retirement advice.

For advice only he charges fee for service either at an hourly rate or a quoted flat fee.

For placement of, and ongoing advice on, investments he charges fees according to a scale, rebating ALL commissions, both up-front and trailing. This ensures two things:

1. Investments will be recommended solely because Anthony thinks they are in his client’s best interest;

2. Investments can be changed to rebalance a portfolio to an agreed asset allocation without incurring new up-front fees and commissions.

Anthony maintains that academic knowledge alone does not make a good financial planner: a little of the wisdom that comes from experience of life in general is an essential ingredient.

His motto is: Care, Knowledge, Integrity.

Investment & Superannuation planning
Superannuation
Self Managed Super
Comprehensive Financial Planning
Direct Equities/Broking Services
Education Funding

Remuneration
Fee for Service

Risk insurance & Estate planning
Term Life Insurance
Disability Insurance
Income Protection