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Anthony Zaita, GradDip(FP)

Senior Financial Planner

With over two decades of experience, Anthony excels in advising clients on investment strategies. His career began by guiding clients in the realm of Australian equities at prominent firms, later transitioning to strategic financial planning.

Anthony’s expertise extends to superannuation, life insurance, and investments, catering to both retail and high-net-worth clients. His primary focus lies in helping clients optimize their wealth by strategically minimizing taxable income while ensuring growth and protection. During his tenure at a leading Big Four bank, Anthony consistently earned top client satisfaction ratings, distinguishing himself as one of the best in his field.

Areas of Expertise

• Superannuation Analysis, Advice, Management

• Retirement Planning

• Tax Planning

• Wealth Management

• Investment Portfolio Management

• Investment Review

• Insurance & Family Protection

• Education Fee Advice & Planning

• Cashflow Forecasting & Modelling

Qualifications & Awards

Graduate Diploma Financial Planning

SMSF Accreditation

Regions Covered

  • Australia
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