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 22
  • 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

4.95
22 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 22

Sort by

5.00

"Roman is diligent, knowledgeable and very ethical in giving advice that is thorough, easy to understand & relevant to me. He has helped me in my financial situations and is a very trustworthy adviser. I highly recommend him to anyone seeking financial advice."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Would highly recommend Roman to family & friends He is always willing to help you when you need advice Roman is excellent in what he does, polite & takes the time to explain things to you"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Roman has given me and wife advice in areas including superannuation, estate planning, income & insurance. Roman provided the right advice and set us up to have better structure for our future. He was able to share his knowledge and experience in a clear way, and I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Roman's for many years and have been extremely satisfied with the quality of advice I have been provided, Roman is an absolute gentleman and always does more that what is expected. His follow ups are well timed and communications always well received. I have no hesitation recommending Roman to anyone seeking professional services advice,"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very lovely professional guy! ????"

  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Roman is a very professional in his field. My husband and I are feeling very confident and happy with his services."

  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Roman has improved my Superannuation and Insurance position since transferring to his services a few years back. I have always found Roman clear, precise and extremely helpful to deal with. Look forward to continue dealing with Roman in the years to come. regards Glenn Bowden"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Roman has given me advice in areas including loan products, self managed super funds and managing debt. Roman was usually able to explain things to me in a clear way. Through Roman's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Roman's full care and attention when I needed it.'"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Roman is the epitome of professionalism and customer service. His holistic knowledge and experience in all things finance and planning is second to none. From first meeting, through to ongoing discussion, and then Statement of Advice and product & service implementation, Roman’s communication was exemplary. He explains products and services in an easy to understand format, which allowed us to easily make our decisions. We couldn’t be happier with the outcome, and look forward to many more years of financial planning advice ahead. Thank you Roman!"

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Roman's advice across a spectrum of areas has always been timely, appropriate and helpful. It is much appreciated."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012

Margin Lending

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2017

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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