Financial Lifestyle Planning Coach (Director)
CPA, Bachelor of Business in Accounting, Diploma in Finance Broking,
Diploma in Financial Planning, Registered Tax Agent.
Anthony is a qualified accountant, mortgage broker and financial planner. Prior to starting his mobile business in 2012, Anthony worked for a 2nd tier accounting firm for 7 years, where he developed his understanding in accounting and tax, and spent a further 7 years with a small firm in East Malvern, where he developed his mortgage broking, financial planning and property consulting skills. He has a wealth of knowledge in all aspects of finance which helps him implement various strategies for 100s of clients to help them improve their business and family lifestyles. He specialises in accounting, financial lifestyle planning coaching, mortgage broking and property consulting which enables him to development lifestyle plans for your business and personal affairs to enable you to meet your lifestyle goals while also helping you minimise your taxes and create greater wealth. He knows it works, as it’s the same unique strategies he used to enable him to start Unique Strategies.
CPA, Bachelor of Business (Accounting) / Bachelor of Computing (Information Systems)
Kirsty is a qualified accountant who joined Unique Strategies in March 2014, she has worked for an accounting practice in Mt Eliza for 7 years where she was able to utilise and expand her expertise in both accounting and tax.
She also brings a wealth of experience and knowledge after spending a number of years working for Arthur Andersen, Adidas and Kleins.
Diploma of Financial Services (Financial Planning)
Karlee joined Unique Strategies in August 2014, she has worked in the financial planning industry for over 9 years. During this time she has developed an extensive knowledge of the financial planning processes. Karlee has completed a Diploma of Financial Planning and has experience in constructing complex financial plans specialising in Self Managed Super Funds along with Superannuation, Risk Insurance, Investments and Retirement planning. Karlee works alongside Anthony to provide our clients with in depth holistic financial planning advice and produces high quality advice documents tailored to individual needs.
Bachelor of Business and Commerce (Management and Economics), Advanced Diploma in Financial Services (Financial Planning) and Diploma of Financial Services (Financial Planning)
Kristina joined Unique Strategies in July 2015, she has worked in the financial planning industry for over 9 years. Over the years she has worked alongside various financial planners and dealer groups developing extensive knowledge within financial planning and loan writing.
Kristina works alongside Anthony in offering superior customer service and achieving the best results for clients who are needing assistance with their mortgage and financial planning needs. With her diverse array of skills, along with her knowledge of the various lenders available in today’s market, she keeps the loan and financial planning process professional, seamless and stress free for first home buyers, repeat purchasers and financial planning clients.
Certificate IV in Financial Services (Bookkeeping)
Michelle joined Unique Strategies in May 2016. She has worked as a bookkeeper for the past 10 years in her own business. During this time Michelle has gained a wealth of knowledge.
Joe is a qualified loan writer who joined Unique Strategies in September 2017. He has over 10 years’ experience in the mortgage broking industry and he will assist Anthony in the loan writing process.
For the last 5 years Joe has been working for a large mortgage broking business in Box Hill and has gained a wealth of knowledge in the industry.