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Anthony Lawson
Career Summary
I am a seasoned financial services professional with extensive experience in financial advising, mortgage broking, and business development. In my self-employed role and Senior Financial Adviser roles I excelled in client acquisition, referral generation, and converting insurance books into advisory clients. As a self-employed mortgage broker, I leveraged over a decade of expertise to deliver tailored lending solutions, including for Trusts and SMSFs.
Previously, I led re-engagement with high-net-worth clients, managed a dynamic financial planning practice as Director, and developed innovative robo-advice solutions. My career showcases a strong ability to build client relationships, drive business growth, and deliver comprehensive financial solutions.
Anthony's Lending Specialties
· Financial Planning & Advisory: Expertise in delivering comprehensive strategic financial management, wealth creation, and retirement planning for individuals, families, and high-net-worth clients.
· Mortgage Broking & Lending Solutions: Skilled in structuring tailored financing solutions for residential, commercial, and SMSF loans, with experience in managing client financing portfolios and expanding into Trusts.
· Business Development & Client Acquisition: Proven success in building referral networks, re-engaging clients, and converting prospects into long-term advisory relationships to drive business growth.
· Insurance & Risk Management: Experience in managing and converting insurance books, providing risk assessments, and integrating protection strategies into financial plans.
· Innovative Financial Technology: Leadership in developing robo-advice platforms, creating compliant financial products, and integrating technology into advisory services for licensed and unlicensed professionals.
· Strong focus on fostering partnerships with accounting practices, third-party advisors, and other professionals to deliver cohesive and tailored client solutions.
Qualifications
· Graduate Diploma In Financial Advice
· Diploma in Mortgage Broking
· AFCA member
· FBAA member
A Bit About Me
I’m a seasoned financial services professional with over a decade of experience in financial advising, mortgage broking, and business development. Throughout my career, I’ve had the privilege of helping individuals, families, and businesses achieve their financial goals by providing tailored solutions that align with their unique circumstances.
My expertise spans strategic financial planning, wealth creation, and risk management, with a particular focus on working with high-net-worth clients and complex portfolios. I’ve successfully led teams, grown businesses, and built strong referral networks with trusted professionals, including accountants and other advisors, to deliver cohesive and client-centric outcomes.
In addition, I specialize in mortgage and lending solutions, offering innovative financing strategies for residential, commercial, and SMSF loans. My ability to simplify complex processes and deliver value has been a cornerstone of my approach.
On a personal note, I’ve been happily married to my wife, Denisa, who is Czech, for nine years. We have two wonderful children—Marcus, who is 9, and our 8-year-old daughter. Outside of work, I am passionate about mental wellbeing, investment, development, and architecture. I’m also an avid reader and enjoy staying active through sports, particularly golf, beach volleyball, swimming, and gym workouts.
I’m deeply committed to helping clients gain clarity and confidence in their financial futures. Whether it’s through re-engaging with existing clients, developing long-term relationships, or leveraging technology to enhance service delivery, I’m focused on creating meaningful, measurable results.
If you’re seeking a trusted partner to help navigate the financial landscape or grow your business, I’d be delighted to connect and explore how we can work together to achieve success.
BOOK A CHAT WITH ME
Better yet, see us in person!
We love our clients, so feel free to visit during normal business hours.
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