Welcome to

St. Anthony Financial Planning

We set lives up for success.

If you want to find the answers and make the most of your financial journey, it’s important to have an advisor who can help you along the way.

That’s exactly what you can expect from St. Anthony Financial Planning - we will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms for success.

View our services FREE Discovery Meeting

Discover Our Unique 5 Step Process

Testimonials from our valued clients

Pranitha Govender
Pranitha Govender
2024-01-15
I have had the pleasure of working with Anthony for the past year, and I am highly satisfied with the level of service, expertise, and personal attention I have received. From the outset, it was evident that Anthony was not just an expert in his field but also genuinely committed to helping me achieve my financial goals. Anthony answered all my questions, no matter how basic or complex, and ensured I felt secure in my financial decisions Anthony took the time to understand my short-term and long-term goals, risk tolerance, and financial preferences. I felt like a valued partner in my own financial journey. I recommend Anthony's services to anyone seeking to build a secure and prosperous financial future.
Wasantha Paranawithana
Wasantha Paranawithana
2023-11-15
We are very happy with the financial plan given to us by the St Anthony Financial Planning. They implemented it for us with very short time. All the questions we had were answered immediately with thorough explanations. We highly recommend them for your financial planning needs.
Sarath Wickramasuriya
Sarath Wickramasuriya
2023-11-01
Had a very good experience with St. Anthony Financial Planning, Antony was very friendly, professional and provided me with helpful advice. Highly recommended!
Liyana P L Bandara
Liyana P L Bandara
2023-10-27
Highly recommend St Anthony Financial Planning for their professional and genuine work .Thanks and all the best.
RAMKI JAYAKUMAR
RAMKI JAYAKUMAR
2023-09-26
Very satisfied with Anthonys Financial advice.
sachini shakila
sachini shakila
2023-08-29
I had the privilege of working with Anthony ( Financial advisor- St.Anthony Financial Planning), and I can confidently say he's been a game-changer for the Sri Lankan community in Melbourne. His professionalism, patience, and responsiveness have truly set him apart. He's not just an advisor; he's a trusted partner who goes the extra mile to help us make sound financial decisions. Highly recommended!
Sam Singam
Sam Singam
2023-08-21
Antony was referred to us by an on-line application. However from our first meeting it was obvious that he was more than just a numbers man. He was interested in our goals, aspirations, family dynamics, beliefs and what makes us tick. He is a good listener and did not try to “sell us” on any product or institution. After several meetings with him, he was able to provide us with a plan for retirement and a blueprint of how we were going to be able to sustain the lifestyle we were hoping to achieve during our twilight years. He was able to explain these concepts in a simple down to earth manner. We have recommended Antony to our children for their future planning and would gladly do so for anyone else.
Madhuraka Godahewa
Madhuraka Godahewa
2023-08-15
I am delighted to share my outstanding experience with Antony. His professionalism, combined with a relaxed and approachable demeanor, made the process easier for us. His impressive knowledge in the financial realm is evident in every interaction, making complex concepts easy to understand. I am genuinely grateful for his guidance and highly recommend his services to anyone seeking expert financial advice. Five stars all the way!
David Joseph
David Joseph
2023-08-07
the service was prompt and exceptional. All our issues were sorted out with no delay. It was a pleasure dealing with Anthony who was extremely kind , courteous and Ultra Efficient!
Duncan F
Duncan F
2023-05-18
Seamless experience. Holistic financial advice
Google rating score: 5.0 of 5, based on 35 reviews

We’re here to help you create the financial life you want.

The first step is our discovery meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose.

What happens at a discovery meeting?

The purpose of the discovery meeting is to know what makes you happy in your life and understand your priorities. Then, we will let you know how we may be of assistance to create a realistic road map for success to achieve your life priorities through financial planning.

Some examples of work we carry out:

• Preparation of comprehensive financial plans and investment strategies
• Planning for clients in the years leading up to retirement
• Review of current superannuation and insurance arrangements

Take the next step and contact us today, you will be glad you did.

Book your FREE Discovery Meeting

        Your preferred meeting date and time:
    Antony-Fernando

    Antony Fernando

    Principal Financial Planner | B.ACC | ADFP| AFP®

    Antony commenced working in the financial service industry in August 1998 and held client relationship and management positions. During the last four years, Antony served as a qualified financial planner at Australia and New Zealand Banking Group (ANZ) and at a boutique financial advice firm in Melbourne.

    Antony is very proud of providing comprehensive financial planning advice to many clients through various stages in their lives.

    Meet Antony

    A selection of our services.

    Whether you have a specific need such as helping your children with their education expenses, making sure your insurance cover meets your needs or you’re considering how to develop and implement a tailored retirement, wealth creation, or wealth management plan, we can help.

    planning

    Financial Planning

    When it comes to financial planning our focus is to work with you to achieve your lifestyle and financial goals by helping you plan and take action to create, manage and protect your wealth.

    Taxation

    Taxation Management

    We can help you manage your taxation issues, to ensure you comply with tax legislation and only pay the amount you are required to.

    retirement

    Retirement Planning

    Our advice on retirement planning will assist you to ensure that your assets, capital and income streams outlive you, so that you have enough to live on in retirement.

    View Services