Infocus Advisory - Sydney

Level 7, 50 Pitt Street,Sydney, NSW, 2000

phone 02 9251 5558

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Our team

Anthony Poole
Senior Financial Adviser
 

Anthony is a senior adviser with 15 years experience in financial services. Anthony has 5 years experience in investment markets through various roles with Perpetual, Royal Bank of Canada and Insight investments (UK).

Anthony joined the Infocus in 2005 for which he has assisted clients meeting their financial goals and objectives through specialist strategic advice. He has extensive experience in superannuation, investments (including Real Estate), lending, family planning, taxation and estate planning.

Qualifications

  • Master of Applied Finance – Kaplan 2015
  • Diploma Of Financial Services – Kaplan
  • SMSF – Kaplan
  • Advanced Diploma of Financial Planning – Kaplan
  • Diploma Of Financial Services – UTS
  • Certificate III in Financial Markets – Securities Institute

Anthony’s Quirks

  • Go the Wallabies!
  • And the North Sydney Bears!
  • I enjoy Snow Boarding in my spare time
  • Favourite Movie – Hangover

Regan Isaac
Financial Adviser
 

Regan has worked in the finance industry for the past 7 years, encorporating retail banking through to investment and corporate banking. Regan has been working in Financial Planning for the past 3 years.

I am passionate about excellent financial planning and assisting clients to become more educated about their financial situation & ultimate possibilities for their future. I’d love to change Australia’s attitude and motivate others to take an interest in their future, one family at a time and to help them achieve the goals that are important to their future.

Qualifications

Diploma FP – Near completion – Kaplan
Teir 2 RG146 – Deakin University

Regans’ Quirks

  • Huge soccer fan … it is officially football folks!
  • I Love the beach and anything sports orientated
  • My Favourite movie – The English Patient

Tony Lu
Senior Financial Adviser
 

Tony is a Senior Adviser at Announcer, assisting clients to achieve their financial goals. Tony has been working in the finance industry for over 13 years and is one of the owners of the Announcer Group of Companies.

Prior to joining Announcer, Tony worked at ING for 3 years in the corporate superannuation sector and has extensive knowledge of retirement planning strategies. He has completed a Bachelor of Information Systems at the University of NSW, as well as an Advanced Diploma of Financial Planning and is a Justice of the Peace. Tony provides a diverse range of strategic financial planning advice to his portfolio of clients, from the establishment of self management super funds to risk management and debt restructuring. He specialises in tailoring advice to client’s personal wealth and superannuation needs.

Qualifications

  • Bachelor of Information Systems – University of New South Wales
  • Diploma of Financial Services
  • Advanced Diploma of Financial Planning
  • Certified Financial Planner
  • Licensed Adviser -Charter Financial Planning
  • FPA ‘Ask an Expert’ panel member 2010
  • SMSF – Kaplan

Tonys’ Quirks

  • Enjoys Basketball, Cricket and Football
  • Holiday destinations – Venice and Santorini
  • Voted ‘Most Efficient Man on the Planet’
  • Favourite Film – Bad Boys & Bad Boys II

Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services