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Antony Santomartino
BCom/BEc GradDipFP MAppFin
Senior Investment Adviser
Transparency, Integrity, Diligence.
Through clear, objective and tailored investment advice, I am a trusted partner to individuals and families in building and maintaining wealth over the longer-term.
Antony is a Senior Investment Adviser at Morgans and has been in the financial services industry since 2014. As part of a successful team with extensive experience in Australian and international equity markets, he provides bespoke and trusted service to a diverse range of clients including superannuation funds (SMSFs), not-for-profit organisations and individual investors.
Investment Style
Antony specializes in delivering a holistic investment advice solution. Through working with each client to understand their goals and concerns, he develops investment strategies uniquely tailored to their specific situation. The portfolio construction process is underpinned by the active asset allocation approach supported by an acumen and research capabilities of Morgans
Services and Specialties
Self-Managed Super Funds
Stockbroking
Wealth Management
Superannuation Advice
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Bachelor of Commerce and Bachelor of Economics
FPC002B Ethics and Professionalism in Financial Advice
Diploma of Languages (Italian)
Diploma of Financial Planning
FPC006 Tax and Commercial Law for Financial Planning
Master of Applied Finance
Graduate Diploma of Financial Planning
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Generic
Life Insurance
Managed Investments
Financial Planning
Securities
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees.
