Zachary Dodds profile photo

Zachary Dodds

Muirfield Financial Services Pty Ltd

Gold
6 Yrs Experience
Newtown, VIC 3220

A Geelong based financial adviser, that specializes in retirement planning, investment and superannuation management as well as focus on aged care advice. With the range of advice Zac can provide his clients, allows him to assist his clients as they move through the various life stages they may go through.

With his focus on aged care advice, through both personalized advice as well as presenting at various seminars on the subject of aged care, allows Zac to assist families with guiding them through how the aged care system works, and ensuring they can structure their financial situation to not only meet their personal goals, but meet their ongoing aged care fees, while minimizing costs where possible.

If you are interested in seeking advice from Zac regarding your or a family members situation, contact Muirfield Financial Services, to start the next steps.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Growing Assets

At a glance

  • Adviser status Gold
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Muirfield Financial Services Pty Ltd

Suite 3, 400 Pakington St
Newtown, VIC 3220

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Muirfield Financial Services Pty Ltd

AFSL 243287