Zachary Morden-Jones CFP®
About Me
I am proud to be a Director of a locally owned and operated financial services firm that has serviced the Riverina for almost a century.
I am based in Wagga Wagga, and service surrounding areas with office locations in Gundagai, Tumut, Batlow, Henty, Narrandera, Leeton, Griffith, Deniliquin, and Lake Cargelligo.
I view myself as a representative for my clients, working for them and their best interest. I help block out the unnecessary complexities or 'static noise' ingrained in today's finance industry, allowing my clients to focus on what's important to them.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 8 Years
-
Licensed By Oreana Financial Services Pty Ltd