Australia

“Genuine care for clients and understanding their circumstances are key to finding the perfect financial solutions.”

Arash Zamansani

Principal, Wealth Advisory

Arash is a Principal in the Brisbane office who specialises in Superannuation, Investments, Personal Insurance, Self-Managed Super Funds, and Borrowing to Invest. His proficiency in these key financial domains allows Arash to understand his clients’ unique circumstances.

Arash helps his clients make informed decisions about their superannuation and how to optimise their investment choices to maximise returns and achieve long-term financial goals. He also ensures that his clients have appropriate personal insurance coverage, providing financial protection.

Additionally, Arash advises on strategic borrowing to invest, allowing them to capitalise on opportunities and grow their wealth.

Outside his professional role, Arash enjoys reading, travelling, and supporting environmental causes. He also actively contributes to the Cancer Council, assisting those in need.

The Facts:

Core Expertise

  • Superannuation & Retirement Planning
  • Investment Strategies
  • Personal risk insurance and wealth protection
  • Self Managed Super Funds
  • Borrowing to invest

Qualifications & Associations

  • B.Com (FP & Acc)
  • Certified Financial Planner CFP
  • SMSF Specialist Advisor SSA
  • Cert IV (Finance & Mortgage Broking)
  • Justice of Peace (Qualified)

Industries & Specialisations

  • Health industry
  • High Net Wealth
  • Retirement planning
  • ESG Investments

Latest Articles

Investing ethically by using an ESG framework
14 September 2023 | Minutes to read: < 1

Investing ethically by using an ESG framework

As a financial adviser that works closely with clients in the medical industry, I am increasingly asked...

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