About Me

Zvi combines a proactive attitude to advice with innate leadership qualities to deliver personal and professional advice – always with a focus on bettering outcomes for his clients.

In the role of Financial Adviser, Zvi advises and guides his clients on all financial matters to help them reach their life goals. Zvi strives to stay at the forefront of developments and innovation in investment portfolio construction, inter-generational wealth transfer, and asset protection.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd