Roman Zemlinsky

Summit Wealth Partners Pty Ltd

Platinum
10 Yrs Experience
Brighton, VIC 3186

Recent reviews

Summit Wealth Partners Pty Ltd

214 Bay St
Brighton, VIC 3186

Opening hours

  • 8:00am – 6:00pm Monday – Sunday

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 32
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Summit Wealth Partners covers the cost of the initial consultation. We'll spend the first meeting talking about your personal/financial situation, we'll address any questions you might have and towards the back end of our meeting we can discuss potential strategies and how we can help you and your family. For further information, please don't hesitate to contact us directly at info@summitwealthpartners.com.au and one of our friendly staff will contact you the same day.

Licensed by

Lifespan Financial Planning

AFSL 229892