At Cheesman Applegarth Financial Services, we are committed to supporting you at every stage of your financial journey. Whether you are laying the foundation for your financial future, enjoying life beyond retirement, or anywhere in between, our financial planning services can set you on the right path towards achieving your goals.
We strive to integrate your financial and lifestyle goals into a comprehensive strategy that offers more freedom of choice. Your tailored plan is customised to help you achieve financial success without compromising your lifestyle, allowing you to enjoy all that life has to offer.
MEET YOUR ADVISORS
Anthony loves what he does and is passionate about protecting and enhancing the wealth of our clients. Anthony is committed to ensuring Cheesman Applegarth clients receive qualify advice, personalised solutions and a high level of customer service. In addition, he takes it upon himself to ensure they have access to a broad suite of innovative and transparent investment solutions to cater for their needs and objectives.
Anthony started his Financial Services career in 2006 and achieved the designation of Financial Planner during 2007; during his time as a Financial Planner, he has also help multiple Financial Planner practices with advice coaching, compliance, marketing, and assistance with developing advice solutions to their clients. Anthony joined Cheesman Applegarth and in early 2019 where he has used his skills, experience, and enthusiasm for customer service to become an important resource to both our firm and our clients. Anthony Lane became a partner in 2022.
Anthony holds a Bachelor of International Finance, Master of Commerce (Financial Planning) and a Diploma of Financial Services (Finance/Mortgage Broking Management).
“My goal is to help our clients live better lives by preserving and growing their wealth” – Anthony Lane
Call 07 4638 1100 or email email@example.com to speak to Anthony today
David started his career working for the Commonwealth Bank in 1991 in Group Finance and Accounting but quickly changed his career path to public accounting in Taxation and Business Services, Superannuation and subsequently Financial Services. Having been a partner of another accounting firm he joined Cheesman Applegarth and in 2013 as a Partner.
David oversees his team of staff in Financial Services, Superannuation and Business Services. David enjoys working with his clients to progress their business. David is a Chartered Accountant and CPA and holds a Bachelor of Financial Accounting, Masters of Taxation and the Advanced Diploma of Financial Services (Financial Planning).