Zakari Glatthor CFP®
About Me
Evolution Financial and Ibessa Financial Planning proudly merged businesses in October 2019 to form one combined entity, providing the utmost in client advice, professional service, investment expertise, strategic solutions and long term family wealth stewardship and guidance.
Zak has completed a Master of Financial Planning and Graduate Certificate of Self-Managed Super Funds with Kaplan. He is a CFP® member of the Financial Planning Association.
Since beginning his career as a Financial Planner, Zak initially worked for NAB Financial Planning before moving across to Ibessa Financial Planning prior to the merge with Evolution Financial. Through this time Zak has specialised in working with established families with a focus on wealth accumulation, young professionals with complex requirements and this in or nearing retirement.
During his time at NAB Financial Planning Zak was Runner-Up in the 2017 QLD NAB up and coming Financial Adviser of the Year award.
Outside of work, Zak enjoys spending time with his Wife and children. He also likes to keep fit and healthy, either at the gym or swimming. To break away from day-to-day life, Zak enjoys golf and watching AFL and is a long time Richmond Tigers supporter.
General Advice Warning - This content has been prepared for information purposes only without taking account of the objectives, financial situation or needs of any particular individual. It does not constitute personal advice nor is it advice or a recommendation to enter into any transaction. You should always consider the PDS or Prospectus before entering any investment and we encourage you to seek advice from Evolution Financial which considers your personal circumstances.
Evolution Financial Pty Ltd (AFSL 499987)
Areas of Focus
- Aged care
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years
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Licensed By Evolution Financial Pty Ltd