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Antony Santomartino

Antony Santomartino

BCom/BEc MAppFin GradDipFP
Authorised representative number: 001006939

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

Fixed Interest and Cash Management
Self-Managed Super Funds
Wealth Management
Investment Advice
Stockbroking
Superannuation Advice

Industry Experience

Sectors Covered

Antony Santomartino's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

FPC006 Tax and Commercial Law for Financial Planning
Graduate Diploma of Financial Planning
Bachelor of Commerce and Bachelor of Economics
FPC002B Ethics and Professionalism in Financial Advice
Master of Applied Finance

Associations

Master Member of Stockbrokers and Investment Advisers Association (MSIAA)

Competencies

Generic
Securities
Managed Investments
Financial Planning
Superannuation
Life Insurance

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.