Robert Zappulla

Ariston Group

Silver
4 Yrs Experience
Melbourne, VIC 3000
In a financial services career spanning 20 years, I have dedicated myself to becoming an expert in leading many Wealth Management & Advice organisations. I strive to be known as a high-performance professional with the utmost level of personal and commercial integrity.  I have worked for many banking & wealth management institutions including ANZ Bank and National Mutual and Norwich Union, as well as several privately-owned boutique financial services firms.  In addition, I have extensive experience in assisting financial services organisations implement strategy and successfully delivering Risk and Governance Management solutions for their compliance frameworks and clients.  I hold a Diploma in Financial Planning and an Advanced Diploma in Financial Planning including an accreditation as a SMSF Adviser. I also hold a Business Degree with a major in Economics from the Victoria University and have a Graduate Diploma in Applied Finance and Investment from FINSIA. My knowledge and experience will help you plan, implement and manage your financial plan. A creative man with a passion for photography, art and design, I also enjoy working with other professional creatives in managing their financial future. I love spending time with my wife and two children and also a proud founding member and director of the Melbourne Golf Club.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 14
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Ariston Group

Level 27, 101 Collins St
Melbourne, VIC 3000

Opening hours

  • 10:00am – 12:00pm Saturday
  • 9:00am – 6:00pm Monday – Friday

Licensed by

Cobalt Advisers Pty Ltd

AFSL 512550

4.80
14 Reviews
5
4
3
2
1
4.70
Clear communication
4.80
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"many thanks to robert his thorough and expert advise was awesome in fulfilling our requirements, highly recommended tony alagna"

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

"Overall easy and very helpful. Explain everything and great follow up and service."

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

"Robert Anthony has given me advice in areas including superannuation. Robert Anthony has always been able to explain things to me in a clear way. Through Robert Anthony's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Robert Anthony's full care and attention when I needed it."

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

"Robert Anthony has given me advice in areas including personal insurance and loan products, self managed super funds and managing debt. Robert Anthony explained things to me in a clear way..............I feel very confident that the advice given was right for my needs. I received Robert Anthony's full care and attention when I needed it. I have no hesitation in recommending Robert Anthony to prospective clients or anyone that is unsatisfied with their current financial planner."

  • Insurance Protection
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Robert Anthony has given me advice and strategies for managing debt and superannuation to get the best out of my income and set me up for any future investments."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"All good, helpful, saved us money with insurance, and got more value."

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

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"Robert helped us go through what was needed to have for a better us and future for our only daughter."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Robert has assisted me in areas of Cashflow and Investments. He was very articulate with extensive knowledge and took the time to fully explain the items we discussed. I am very happy with the advice and service received and would highly recommend him."

  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2018

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Victoria University (VU)
Completed
1994

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2018

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2019

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

SMSF Association (SMSF)

Membership type
Associate
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