Zvi combines a proactive attitude to advice with innate leadership qualities to deliver personal and professional advice – always with a focus on bettering outcomes for his clients.
In the role of Financial Adviser, Zvi advises and guides his clients on all financial matters to help them reach their life goals. Zvi strives to stay at the forefront of developments and innovation in investment portfolio construction, intergenerational wealth transfer, and asset protection.
Zvi’s career has seen him in the role of Private Client Adviser with ipac Securities Ltd, following seven years with ANZ, including five years as a senior financial planner and two years as team leader and operations manager of para-planning and advice quality.
Outside of work, Zvi is a celebrated vocalist and Cantor for the North Shore Synagogue. He also has held a number of board and leadership positions with community organisations. While Zvi’s passion for music dominates much of his interest outside work, he says his greatest joy is being married to Mirah and raising five wonderful, and very active children.