Anthony Cook Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Anthony helps individuals, families, and business owners achieve their financial and lifestyle goals by ensuring he has an in-depth understanding of their situation.
Anthony has 22 years of experience in financial services and believes that in our lives we have ambitions, circumstances and priorities. He works with his clients to help bridge the gap of uncertainty by showing understanding and providing ongoing guidance to achieve what is important to them, now and into the future.
Anthony also works in a project manager role for his clients collaborating with other professionals, taking the lead role to ensure his client’s financial strategies, asset protection and estate planning objectives are seen through.
Outside of work, Anthony lectures part-time for the Business/Commerce/Financial Planning Degree at the University of the Sunshine Coast. He enjoys sport, travel, and spending time with his wife and 2 young boys.
- Masters in Financial Planning – received the Deans award for the highest achieving student in Financial Plan construction.
- Masters in Business Administration
- Diploma of Financial Advising
- Self Managed Superannuation Funds (Kaplan Professional)
- Registered Tax Financial Adviser
- Member Financial Planning Association
- Member Tax Practitioners Board
Areas of expertise
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Investment and Portfolio Construction
Strategic Financial Advice
Key Person Insurance Strategies
- 22 years in Financial Services
- Practice owner
- Part-time lecturer at the University of the Sunshine Coast (USC)
“Anthony Cook has been our financial adviser for more than 12 years. With his advice and hard work, we are now in a very comfortable position financially as we look towards our retirement.”
STEPHEN & LOUISE POUND
“We have been with Anthony Cook since 2007/8 and have really benefited from his advice and guidance. Our Allocated Pensions are looking healthy through what have been very trying times. This is all due to Anthony’s professional and sound planning and his strategical advice during the GFC period. He keeps us well informed and is always available and has an easy friendly manner. Anthony has become a trusted friend over the last 10 years as well as our Financial Advisor.”
ROSS BRAUND & ANN MORGAN
“Anthony has been our Financial advisor for the past 12 years. Apart from finding Anthony very personable we have found him thorough in providing advice and modelling different options for us over the longer term. He presented many options for us to consider and select what suited us. He has been prompt with responses to our requests. He provides a good balance to some of our own more adventurous ideas. We enjoy working with him.”
LIONEL AND JUDY ARMISTEAD