Zachary Morden-Jones CFP®

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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 8 Years
  • Licensed By
    Licensed By Oreana Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®