Hamish Zerbe
Financial Adviser
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About
Hamish Zerbe is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Diploma of Financial Advising from the Securities Institute (2005), ASX Accredited Listed Products Adviser (ALPA) Program from Kaplan Professional (2011), Margin Lending and Geared Investments from Kaplan Professional (2011), a Master of Commerce (Financial Planning) from Western Sydney University (2016) and Self Managed Superannuation Funds accreditation from Kaplan Professional (2016), Hamish brings a wealth of knowledge and experience to every client engagement. He is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities, Hamish can assist with all aspects of your financial journey. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Hamish today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Hamish Zerbe offer?
Hamish Zerbe provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Hamish Zerbe have?
Hamish holds a Diploma of Financial Advising, is an ASX Accredited Listed Products Adviser, and has a Master of Commerce (Financial Planning). He also has accreditations in Margin Lending and Geared Investments and Self Managed Superannuation Funds.
What is Hamish Zerbe's approach to financial planning?
Hamish focuses on understanding each client's unique circumstances and goals to develop tailored financial strategies. He provides clear, easy-to-understand advice and ongoing support to help clients achieve their financial aspirations.
How can Hamish help me with my superannuation?
Hamish can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy.
What should I expect during my first meeting with Hamish Zerbe?
During your initial consultation, Hamish will discuss your financial situation, goals, and risk tolerance. He will then outline potential strategies and provide a clear explanation of his fees and services. This meeting is an opportunity for you to ask questions and determine if Hamish is the right financial advisor for you.
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