Roman Zemlinsky

Summit Wealth Partners Pty Ltd

Platinum
12 Yrs Experience
Elsternwick, VIC 3185

We’re an advisory firm that specialises in developing long-term strategies to help you achieve your financial and life goals.

Our philosophy is that no two clients will ever be the same and that's why we offer a personalised approach to your wealth management.

We work hard to understand your goals and circumstances and provide accurate and individualised advice to empower you to make the right choices for yourself and your family.

Roman established Summit Wealth Partners in 2019 to help you make informed decisions about your future and ensure you accomplish your financial goals.

Having worked in senior financial roles within some of Australia’s largest banks, Roman saw an opportunity to provide a more personalised and transparent approach to wealth management.

Roman prides himself on understanding your unique needs and requirements and is driven to find a solution that best suits you.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.96
  • Number of reviews 41
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

Summit Wealth Partners Pty Ltd

Suite 207, 27 Riddell Parade
Elsternwick, VIC 3185

Opening hours

  • 8:00am – 6:00pm Monday – Sunday

Licensed by

Volare Wealth Pty Ltd

AFSL 553949