About DB Advisers
DB Advisers - Our knowledge for your benefit
The team at DB Advisers have many years of combined experience in UK Pensions, Taxation and Financial Advice. That experience is available to you today.
What we do is specialise in transferring UK Pensions.
We do this by providing advice and assistance to effect the transfer of your UK Pension entitlements to an alternate qualifying scheme. Depending on your circumstances and the amounts involved this may be directly to Australia as a single lump sum or via a series of progressive transfers from the UK.
As we are accredited to provide SMSF advice we can also provide advice on the establishment of HMRC QROPS qualifying “over 55’s” SMSF structures in Australia if required.
Anthony
Anthony was born in North London and moved to Australia permanently in 1996. In 1998 he completed his first Australian Financial Planning qualification via Deakin University and became a Financial Planner in 1999. Anthony holds both a Diploma and Advanced Diploma in Financial Planning as well as a range of other qualifications.
Anthony mainly provides advice in the very specific area of UK Pension transfers which combined with his knowledge and practical experience of the Australian superannuation system gives his clients a truly rounded professional advisory service.
As well as providing financial advice since 1999 Anthony has held roles as National Development Manager for an Australian AFSL, has been involved at executive level as a member of Investment Committees and a Complex Investments Sub Committee and is an experienced AFSL Responsible Manager.
Anthony’s experience is well regarded and his guidance is regularly sought by other professionals in Australia and internationally.
Anthony’s qualifications include:
Diploma of Financial Services, Kaplan (2004)
Advanced Diploma of Financial Services, Kaplan (2004)
Self-Managed Superannuation Fund Accreditation Kaplan (formerly Tribeca) (2006)
Margin Lending and Geared Investments Kaplan (2011)
Accredited Listed Product Adviser Program, Kaplan Professional (2020)
Currently studying a Graduate Diploma of Financial Planning, Kaplan Professional
Support Services
We work with a range of specialists to provide support services to the DB Advisers business. Specialist services are used for example to assist with transfer documentation, UK reports to meet UK FCA requirements, set up of ROPS qualifying Self-Managed Superannuation Funds (SMSF) and the provision of International Tax Advice where required. All of the specialists we work with on our client’s behalf are highly experienced in UK pensions.
DB Advisers and the specialists we work with means our clients have access to a truly enormous combined professional knowledge base in the complex areas of UK Pension Transfers and other forms of international pension transfer.
For more information on us and our AFSL, including the services we can provide, please follow this link to our Financial Services Guide >>
Ready to find out more?
Contact the team at DB Advisers for a free no obligation consultation
Contact DB Advisers
Phone: 0498 139 819
Email: pensions@dbadvisers.com.au
Melbourne - Sydney – Brisbane - Perth - Adelaide
© 2023 DB Advisers Pty Ltd is a Corporate Authorised Representative (CAR No. 1300978) of DB5 Advisers Pty Ltd Australian Financial Services Licensee No. 543198
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