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Anthony Curtis
BEc CPA FFin
Principal Stockbroker Financial Adviser
"Experience and expertise in international banking, finance and investment lay the foundation upon which sound advice is provided to clients. I take a balanced and holistic approach to meeting client needs."
Anthony is a Senior Adviser and the Principal of the Morgans office located at Neutral Bay. He joined Morgans in 1998 as the ASX Approved Representative (Manager) of the previous North Sydney Office. Prior to joining Morgans Anthony spent 15 years as an Investment Banker managing capital markets and financial markets activities including foreign exchange and interest rate risk products.
Investment Style
Anthony specialises in the management of asset portfolios including those in superannuation and self managed super funds. Clients benefit from his in-depth knowledge of Australian equities and international markets, managed funds, fixed income and derivatives. He also assists clients with their lifestyle needs in retirement and by simplifying their financial affairs.
Services and Specialties
Wealth Management
Portfolio Administration
Stockbroking
Fixed Interest and Cash Management
Superannuation Advice
Retirement and Estate Planning
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Securities Institute Diploma
Bachelor of Economics
Associations
Fellow of the Financial Services Institute of Australasia
Certified Practising Accountant
Competencies
Life Insurance
Derivatives Level 3
Direct International Equities Trading Adviser
Financial Planning
Generic
Superannuation
Tax (financial) Adviser
Margin Lending
FASEA Financial Adviser Exam
Securities
Managed Investments
Derivatives Level 1
ASIC Financial Advisers Register
Derivatives Level 2
I am a partner of Equitor Pty Ltd which operates the business of Morgans Financial Limited - Neutral Bay. My employer remunerates me by way of salary. As a Partner of Equitor Pty Ltd, I will be entitled to a share of profits.
