Damian Zanetti

AGS Financial Group Pty Ltd

Gold
13 Yrs Experience
Baulkham Hills, NSW 2153

I have a passion for helping my clients make smart decisions about money. I believe that a clear financial plan is the foundation to success.

Having a wealth of first-hand professional experience developed over many years, my ongoing advice and support will ensure that you continue to take the right actions and make the right decisions.

I strive to make the complex Financial Planning process an easy and satisfying experience for my clients, allowing you to concentrate on the things you consider important in life. I place a strong emphasis on understanding you, your family and your business, to ensure that my advice truly reflects your individual circumstances.

From initial goal-setting, through strategy formulation, implementation & ongoing review & service, I pride Myself on my commitment to assist you with reaching your financial goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.92
  • Number of reviews 45
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

AGS Financial Group Pty Ltd

Level 5, Suite 501, 8 Brookhollow Ave
Baulkham Hills, NSW 2153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706