Reuben Zelwer

Adapt Wealth Management Pty Ltd

Gold
21 Yrs Experience
Malvern, VIC 3144

Recent reviews

Adapt Wealth Management Pty Ltd

Suite 2, 91 Station St
Malvern, VIC 3144

At a glance

  • Adviser status Gold
  • Rating 4.60
  • Number of reviews 3
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Paragem Pty Ltd

AFSL 297276

4.60
3 Reviews
5
4
3
2
1
4.65
Clear communication
4.65
Knowledge & expertise
4.35
Customer care
4.65
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"Reuben has always made sure he understands our needs and preferences before making any recommendations and makes you feel you are working together. He is very clear in his communication and makes sure you fully understand what is happening. He is a pleasure to deal with and feels like you are in a safe pair of hands."

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

"I find the half yearly reviews very reassuring that we are heading in the right financial direction. Would appreciate a follow-up memo in the form of minutes, so that we can keep track of what was recommended and who would do what and when they will come back to the group."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Reuben has a very analytical and consistent approach to investment and a thorough understanding of the market. His response to queries is efficient and clear"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Bachelor of Accounting

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1996

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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