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Leveraging Expertise Knowledge to Achieve Consistent Returns
Zac Vinten is a Wealth and Business Development Adviser in Canaccord Genuity Perth Office. Zac’s diverse skill set provides him with the skills to deliver specialised, personalised advice which focusses on multi asset class portfolios and financial planning strategies.
Zac provides strategic financial advice to high-net-worth families, specialising in superannuation, insurance, tax, and estate planning. He focuses on simplifying complex issues to achieve tax-efficient results. Leveraging his extensive knowledge of consulting & wealth management, Zac offers clear, actionable advice that benefits both clients and their beneficiaries. His objective is to create diversified portfolios with income-generating securities to safeguard capital and achieve consistent returns through diversification in the portfolios he manages.
Authorisations
Financial advisers register - Moneysmart.gov.au
Zac Vinten can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Securities
- Superannuation
- Margin Lending Facility
Zac is accredited to provide tax (financial) service advice.
Qualifications
- Financial Adviser Exam, FASEA, 2021
- Graduate Diploma of Financial Planning, KAPLAN, 2020
- Diploma of Financial Planning, KAPLAN, 2019
- Bachelor of Commerce, University of Western Australia, 2017