Arash Zamansani

Montefiore and Co Pty Ltd

Gold
8 Yrs Experience
Brisbane, QLD 4000

Recent reviews

Montefiore and Co Pty Ltd

Level 11, 141 Queen Street
Brisbane, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 2
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Licensed by

Hillross Financial Services Ltd

AFSL 232705

4.85
2 Reviews
5
4
3
2
1
4.40
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"Arash is an excellent advisor. He has provided exceptionally thorough advice on all aspects of my finances. He has inspired me to save more and expand my business and his advice has been integral in my business success. Thank you so much! Highly, highly recommend."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I find the advise received was comprehensive and clear."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2020

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
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