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Jason Zanini CFP®

Jason Zanini CFP®

About Me

I am a financial planner advising many clients, including professionals, tradespersons, pre-retirees, retirees, high-net wealth clients and self-managed super fund trustees.

Here at MFG, we take the extra time to build up a relationship slowly which ultimately allows us to provide tailored financial advice that best helps people achieve their goals.

Many of my clients state that they value the "peace of mind and comfort" I provide to people so that they can get on and enjoy their lives and not worry about not achieving their financial and lifestyle objectives.

As a CFP® practitioner member of the Financial Planning Association of Australia, I am bound by the highest ethical standards in financial planning and ongoing education. I hold several graduate and post-graduate qualifications.

I have over 19 years of experience providing both simple and comprehensive financial advice that covers areas such as Retirement Planning, Superannuation, (including Self-Managed Funds), Investments, Portfolio Management; Taxation strategies, Centrelink and Estate Planning. I also chair the Marinis Financial Group's in-house investment committee.

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Financial Strategies (sa) Pty Ltd
CERTIFIED FINANCIAL PLANNER®