Jason Zanini

Marinis Financial Group

Platinum
13 Yrs Experience
Norwood, SA 5067

Recent reviews

Marinis Financial Group

49 Beulah Rd
Norwood, SA 5067

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 22
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

MFG is a fixed fee for service practice that does not accept commissions and offers transparent pricing for initial financial plans and fixed ongoing service packages based on a client's needs.

Licensed by

Financial Strategies (SA) Pty Ltd

AFSL 326403

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

Sort by

5.00

"Jason managed our transition into retirement establishing an effective regular tax efficient income. We value his knowledge of taxation effective and long term investment strategies available to secure our financial requirements. We appreciate his skill to appreciate our requirements and the risk levels involved and structure a plan to meet these requirements. These options were presented in a way for us to understand together with recommendations. Jason's relaxed and professional manner give full confidence in the management of retirement financial affairs."

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

"Jason is very approachable, caring human being and therefore I am confident in the way he manages our financial requirements. He is very clear, thoughtful and ready to help us all the time. Jason is a blessing to us & to his employer."

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

"Jason has given us advice in super and aged pension and much more besides. He is brilliant in answering questions and sending info and attachments when we are filling out difficult forms for Centrelink. We can also hear him well. He explains things clearly and we feel very confident in recommending him to our family and friends. It's like being looked after by our son. We can trust him as we navigate, what to us, is the confusing world of finance."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason has assisted my husband and I with developing a strategic, financial plan to reduce our insurance premiums, increase our contribution to superannuation and manage our taxation obligations and business investments. Jason is incredibly friendly and helpful, diligent in that he will answer any query straight away and we have both appreciated his sound advice, patient guidance and valuable recommendations."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jason is managing my super in retirement. A lot of what he told me at our initial meeting i didn't understand,but he answered my questions in detail so i could understand.He is polite and well spoken,and only a phone call away if i need to know anything.I am confident my money is in safe hands.I would highly recommend him to anyone. Brenton"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have had the pleasure of dealing with Jason for in excess for in excess of 6 years. In that time I have Jason to be extremely competent, knowledgeable in addition to having the unique ability to communicate with people at all levels irrespective of their station in life. It is therefore with any reservation i would strongly recommend Jason to you in his professional capacity."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason was provided me with very clear strategies for transitioning to retirement by assessing and maximizing my personal employment arrangements. I was able to clearly understand his proposals and more importantly when they were implemented the steps aligned with the advice and occurred within the anticipated timeframes. I felt well informed and very pleased to see actions executed within the the planned sequence and timeframes. I found Jason very personable and interested in ensuring I would receive an outcome that was in my interests."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jason was very patient and understanding with us. He made sure that we understood his advice before moving on. We now have goals set in place for our retirement/pension. Jason was recommended by friends and we found him exactly as they said trustworthy, great to communicate with and a fantastic knowledge of the industry. Our financial future is now in his hands Couldn’t be happier"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jason was recommended to us by friends to assist with our retirement planning. From the first meeting, we felt comfortable and he spent time ensuring we were clear and comfortable with the strategies he was suggesting. Even when we were confused he took the additional time to ensure we were clear on the advice, answered every question (in person, via phone or email) we asked, even when we asked them two or three times. I would have no hesitation in recommending Jason to anyone looking to get a better understanding of their finances and future needs."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have known Jason for many years, but have only taken the plunge with financial advice in more recent times. His honest assessment and strategies to protect us and our kids financially into the future have been appreciated, making us feel more secure."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • 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
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2005

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2013

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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