Canberra mortgage broker and financial adviser Anthony Sloan brings over 25 years of experience to his role as Founder and Principal of FWD Financial. The boutique firm, whose name stands for Finance, Wealth and Direction, focuses on helping professionals, public servants and business owners secure home loans, refinance mortgages and structure investment property finance.
Sloan's background spans retail banking, private wealth management, risk management and holistic financial advice. As both a licensed Finance Broker and a qualified Financial Adviser, he considers lending within a broader financial context, aligning loan structures with clients' long-term goals and risk tolerance.
His strategy-first approach involves understanding clients' short and long-term objectives, assessing borrowing capacity across a diverse panel of lenders, and guiding them through loan features such as redraw facilities, offset accounts, fixed and variable rates, and portability. Sloan emphasises that lending is a strategic structuring decision rather than simply securing the lowest interest rate.
Based in Canberra, Sloan works extensively with local professionals, Commonwealth public servants, defence personnel and business owners. He assists clients with variable income structures, allowances, executive remuneration packages and overseas postings, and helps self-employed individuals navigate commercial and residential lending by translating complex tax returns into clear narratives for credit assessors.
For first home buyers and home upgraders, Sloan provides education and direction to reduce anxiety around major financial commitments. For experienced property investors, he focuses on portfolio structuring, risk management and building scalable portfolios through equity leverage. He also specialises in construction loans, guiding clients from deposit to completion, and handles refinancing, debt restructuring and commercial property finance.
