Anthony Sultana, CFP®

Name Anthony Sultana CFP®
Company Creo Wealth Pty Ltd
Address Suite 26, 458-470 High St
Penrith, NSW 2750
Phone 02 9629 1866

Anthony’s torrid love affair with numbers began in school. It blossomed when he left school, choosing a career in finance. He began as a paraplanner in 1996 before becoming a Senior Financial Planner with Clearview Wealth in 1999.

Trained and mentored by some of the best in the business. Anthony knows his stuff. But it’s his ability to look beyond the numbers that’s made him one of the most favoured financial in Sydney’s west, from Castle Hill through to Penrith and the Blue Mountains. He saw that in such a tightly regulated industry, too many financial planners become so focused on ticking the boxes, they overlooked the specific personal needs of each client.

So in 2015, he started Creo Wealth with Kylie. The goal? To remove the standard ‘one size fits all’ approach, working closely with each specific client to identify personal goals and strategies. To break down the overwhelm. And to remove the taboos around money and talk in simplified terms and concepts that make sense.

It’s this combination of personality; a personal focus and professional planning that’s seen him become the financial planner of choice for clients spanning generations. Anthony’s ability to transcent barriers with strong analytics, a transparent approach and clear communications engages all generations, from Traditionalists (pre-1945) and Baby Boomers through to Gen X and Gen Y.

And on his days off? Anthony loves spending quality time with his wife, Kylie, and their two adult sons, playing soccer with his local club, and embarking on thrill-seeking adventures such as scuba diving, cycling and the occasional sky dive.

< Prev Page