Meet your local financial adviser…
FWD Financial is a boutique financial advisory, mortgage and finance broking firm based in Canberra.
We help people create real wealth by forming genuine relationships with them, and seeking to understand their true needs and aspirations.
Our goal is to simplify your financial situation so we can uncover:
- areas for improvement
- simple changes that will deliver big results
- the ideal strategy to help you create wealth
Our highly experienced financial advisers enjoy working with people who have a sincere interest in taking practical steps to improve their financial position so they can achieve their life goals.
Leadership team
Anthony Sloan, Founder and Principal Financial Adviser
Anthony is a skilled financial adviser and broker with an impressive track record of helping individuals reach security and ultimately freedom. He has worked with families, professionals, high net worth individuals, leading national corporations, and not-for-profits on areas ranging from risk management to wealth management, investment strategies, trusts, and charitable giving.
A passion for translating his extensive experience and knowledge into practical wealth strategies for people led him to establish FWD Financial.
Anthony lives in Canberra with his wife, two children and his wheaten terrier, Finnbar. He enjoys keeping fit, exploring nature, and indulging in good food and wine.
I became a financial adviser to help others. Help them understand what drives them, their values, desires, fears and aspirations and help them live a fulfilling and richer life by making better and more informed financial decisions.
Qualifications:
- Bachelor of Engineering (Hons)
- Bachelor of Commerce
- Advanced Diploma of Financial Services
- Master of Applied Finance, specialising in Wealth Management and Retirement Planning (current)
- Accredited Financial Planner with the Financial Planning Association of Australia
Memberships:
