Robert Zappulla

Ariston Group

Silver
4 Yrs Experience
Melbourne, VIC 3000

In a financial services career spanning 20 years, I have dedicated myself to becoming an expert in leading many Wealth Management & Advice organisations. I strive to be known as a high-performance professional with the utmost level of personal and commercial integrity. 

I have worked for many banking & wealth management institutions including ANZ Bank and National Mutual and Norwich Union, as well as several privately-owned boutique financial services firms. 

In addition, I have extensive experience in assisting financial services organisations implement strategy and successfully delivering Risk and Governance Management solutions for their compliance frameworks and clients. 

I hold a Diploma in Financial Planning and an Advanced Diploma in Financial Planning including an accreditation as a SMSF Adviser. I also hold a Business Degree with a major in Economics from the Victoria University and have a Graduate Diploma in Applied Finance and Investment from FINSIA.

My knowledge and experience will help you plan, implement and manage your financial plan. A creative man with a passion for photography, art and design, I also enjoy working with other professional creatives in managing their financial future.

I love spending time with my wife and two children and also a proud founding member and director of the Melbourne Golf Club.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 14
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Ariston Group

Level 27, 101 Collins St
Melbourne, VIC 3000

Opening hours

  • 10:00am – 12:00pm Saturday
  • 9:00am – 6:00pm Monday – Friday

Licensed by

Premium Advisory Pty Ltd

AFSL 472548