Zelton Zinman Financial Planner Report

Name:
Zelton Zinman

Rep Number:
000252921

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2004-01-19 onwards

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
Diploma of Financial Planning (DFP8)
Kaplan Professional Education
Margin Lending and Geared Investments
The University of Adelaide
SuperConcepts & ICFS Specialist SMSF Course

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
Institute of Chartered Accountants Australia
MRDT - The Premier Association of Financial Professionals