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
At a glance
- Adviser status Gold
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Muirfield Financial Services Pty Ltd
Suite 3, 400 Pakington StNewtown, VIC 3220
Meeting methods
- In person
- Phone
- Video call
Licensed by
Muirfield Financial Services Pty Ltd
AFSL 243287