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wealth management advisor Anthony Smith MGI Sth Qld

Anthony Smith

Director, Business Services

Specialisation

Family and private business
High net worth individuals
Medical practitioners
Self-managed super funds

Qualifications

Undergraduate degree in business (accounting major, company secretary minor)
Postgraduate diploma in advanced accounting (professional accounting)
Chartered accountant and CPA
Diploma of Financial Planning
Pinnacles SMSF Personal Advice Certificate

Accreditation

Chartered accountant
SMSF specialist
Authorised representative of Merit Wealth Pty Ltd (No 409361)
Registered company auditor
Bio

Anthony is a highly experienced chartered accountant and wealth management advisor who enjoys working collaboratively with clients to make sure they make the right decisions for their business.

Anthony is a wealth management advisor and chartered accountant with more than 25 years’ experience. He has a keen interest in working with family-owned businesses and high net worth individuals to help them grow their business, protect their assets and personal wealth. Some of Anthony’s clients have been with MGI South Queensland for three generations.

Anthony is passionate about establishing a collaborative partnership with his clients and working with them to benchmark their performance and seek continuous improvement. Clients often share they find Anthony’s business insights to be immensely valuable.

His personal experience as a business owner has also given him a strong appreciation of the time constraints facing his clients. This drives him to continually deliver an exceptional service to provide clients with peace of mind about how their financial affairs are managed.

Anthony began his career with MGI in 1984. A top performer, he joined our team of directors in 1990.

From handling all our tax, to helping us structure our business correctly to pursue exponential growth, Anthony has always been there to make sure we got it right.

Simon Greenhalgh, WG Architects

Other Team Members
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