Matthew Kaye

Zenith Wealth

5.00
7 Reviews
Bronze
11 Yrs Experience
Devonport, TAS 7310

I commenced my Financial Planning career as a Para Planner in 2011. Within this role I was able to develop valuable experience and knowledge to enable me to create strategic financial plans.  During this time, I also completed my Diploma of Financial Services and have commenced studying for my Graduate Diploma of Financial Services.

I have since now become a Financial Planner with Zenith Wealth where I am using my experience and knowledge gained to assist clients identify their financial and lifestyle goals and develop appropriate strategies to ensure they have the best chance of achieving these goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We are a fee for service business

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

Zenith Wealth

56 Best Street
Devonport, TAS 7310

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306