Anthony joined Evans and Partners in 2011 and is a senior investment adviser in the Sydney Private Wealth team. Anthony provides advice and consulting services to high-net-worth individuals, companies, and not for profit organisations and has proven expertise across all asset classes to construct investment portfolios designed to meet individual client goals and objectives.

With over a decade of experience in private wealth management, Anthony also works closely with the E&P Investment Committee and Product Review Group (Secretary) in helping to create the firm’s investment strategy, including asset allocation decisions, portfolio construction guidance and product review and selection. Anthony uses the insights generated from these internal and external networks to deliver portfolio solutions to his own private clients.

Anthony holds a Bachelor of Commerce, majoring in Finance and Management, from The University of Sydney. He has also completed a Graduate Diploma of Financial Planning and a Master of Applied Finance from Kaplan Professional. He completed the FASEA Financial Adviser Exam in December 2020.

Expertise
  • Sustainable Investing
  • High-Net-Worth Investing
  • Not-For-Profit Advice