OUR PEOPLE

Anthony De Nicola - Director Wealth Management, Financial Planning

ANTHONY DE NICOLA

BEng PhD Dip FP AFP®

Director
Wealth Management,
Financial Planning

Anthony is a highly accomplished financial adviser with over 18 years' experience, including 15 years of providing wealth management advice at Macquarie Bank. Working as a retail and institutional stockbroker in the early part of his wealth management career, Anthony acquired extensive direct market experience ranging from blue chip companies to microcap shares. This enabled him to help clients successfully navigate their way through the Global Financial Crisis of 2008, and subsequent market conditions.

Anthony’s approach to wealth management entails an extensive fact-finding process to determine a client’s financial goals and risk appetite, before recommending appropriate asset allocation.

Areas of expertise include:

  • Wealth creation
  • Superannuation and Self Managed Super Funds
  • Retirement planning
  • Estate planning
  • Direct equities and Exchange traded funds
  • Margin lending
  • Asset allocation and portfolio management
  • Structural tax planning
  • Debt management
  • Term deposit management
  • Insurance Planning

Prosperion Wealth Management (1000160) and Anthony de Nicola (1000116) are Authorised Representatives of RM Capital Pty Ltd (AFSL 221938)

Paul Brown - Director Wealth Management, Resource Equities Specialist

PAUL BROWN

BEng Grad Dip Min Expl Geo Sci

Director
Wealth Management,
Resource Equities Specialist

Paul is a seasoned wealth management advisor with 18 years’ experience at Macquarie Bank servicing individuals, Self-Managed Super Fund Trustees and corporate executives. As a retail and institutional stockbroker he gained significant direct equity experience and he was responsible for a number of highly successful primary and secondary capital raisings. Paul used this experience to best serve the needs of clients during the Global Financial Crisis of 2008 and its aftermath.

Paul’s approach to wealth management entails an extensive fact-find process to determine a client’s financial goals and risk appetite, before recommending appropriate asset allocation.

Areas of expertise include:

  • Wealth creation
  • Superannuation and Self Managed Super Funds
  • Retirement planning
  • Estate planning
  • Direct equities and Exchange traded funds
  • Margin lending
  • Asset allocation and portfolio management
  • Managed Investments
  • Debt management
  • Term deposit management
  • Capital Raisings, including IPOs and secondary placements

Prosperion Wealth Management (1000160) and Paul Brown (1001787) are Authorised Representatives of RM Capital Pty Ltd (AFSL 221938)