In the role of CEO and Financial Adviser with Priority Advisory Group, Zvi combines his innate leadership qualities with a depth of knowledge and experience for the benefit of his clients and the team at Priority.
Zvi’s role involves leading and motivating a high performing team as well as advising and guiding clients in all financial matters to help them reach their aspirations, his professional vision is far-reaching. Zvi's particular area of focus is in assisting clients and families navigate the complexities of asset management across various entities such as superannuation (including self managed), trusts and individual, as well as inter-generational wealth transfer - including comprehensive Estate Planning.
Zvi’s service philosophy is clear and simple, treat people as you would like to be treated by them.
His peers describe him as having a proactive attitude to advice. He positions himself at the forefront of financial services, welcoming innovation and new opportunities – always with a focus on bettering outcomes for his clients.
Expertise
My fees
We are a fee for service practice with bespoke fees based on individual circumstances.
At a glance
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Adviser status
Gold
- First year providing advice 2006
- Years of experience 19
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Highest qualification
- Master of Commerce (Financial Planning)
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Language spoken
- English
Priority Advisory Group
Suite 4.01 Level 4, 9 Help StChatswood, NSW 2067

Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306
