Paul Zobonos

Manifest Financial Wealth

Silver
20 Yrs Experience
Hawker, ACT 2614
Manifest Financial Wealth is a boutique financial advisory firm located in the ACT.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Upfront fees for an SOA are based on a fixed fee agreement, and asset based fees apply for ongoing advice

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Manifest Financial Wealth

Unit 12, 121 Hawker Pl
Hawker, ACT 2614

Opening hours

  • 9:00am – 7:00pm Monday – Friday

Licensed by

HNW Planning Pty Ltd

AFSL 225216

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Paul provided advice on my retirement options. Paul was able to consider all of the matters relevant to me and provide the targeted advice I was seeking to enable me to make my decision. I feel very confident of my next steps based on Paul's analysis."

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

"Paul is extremely professional and explains everything clearly and concisely. He responds immediately to our questions and is efficient in acting on our instructions. We would highly recommend his services."

  • Government Assistance
  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very helpful and knowledgeable. Goes out of his way to make sure I understand everything."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We find Paul to be very informative and helpful with all areas of our financial matters. Willing to explain in detail anything we're not sure of."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very knowledgeable and professional. Paul is a pleasure to deal with. Darryl 2602"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2012

Margin Lending and Geared Investments

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

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Services Institute of Australasia (FINSIA)

Membership type
Certified Financial Planner
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