Joseph Zanca
Financial Adviser
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About
Joseph Zanca is an ASIC-registered financial adviser based in Balwyn, Victoria, dedicated to helping clients achieve their financial goals. With a career spanning several decades, Joseph brings a wealth of knowledge and experience to his practice. He holds a Bachelor of Business from RMIT (1982), is a Chartered Accountant (CA) with Chartered Accountants Australian and New Zealand (1985), and a Certified Practising Accountant (CPA) with CPA Australia (1986). Furthering his expertise, Joseph also holds a Certificate in Financial Markets from The Securities Institute of Australia (1991), an 8 Unit Diploma of Financial Planning from the Financial Planning Association of Australia (1993), and the Certified Financial Planner (CFP) designation from the FPA (1994). In 2000 he became a Financial Planning Specialist with Chartered Accountants Australian and New Zealand (CA ANZ) and has recently completed Introduction to SMSFs with Accurium Education (2024). Joseph is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), and the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Joseph specialises in superannuation, insurance, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Joseph Zanca today for a consultation.
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Frequently Asked Questions
What types of financial advice does Joseph Zanca offer?
Joseph Zanca 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 Joseph Zanca hold?
Joseph Zanca holds a Bachelor of Business, is a Chartered Accountant (CA), a Certified Practising Accountant (CPA), and a Certified Financial Planner (CFP). He also holds a Certificate in Financial Markets and a Diploma of Financial Planning.
What is Joseph Zanca's approach to financial planning?
Joseph Zanca's approach is client-focused, aiming to provide tailored advice based on each client's unique circumstances and financial goals. He focuses on building long-term relationships and providing ongoing support.
How can Joseph Zanca help me with my superannuation?
Joseph Zanca can provide advice on superannuation strategies, including contribution strategies, investment options within superannuation, and retirement planning to help you maximize your superannuation benefits.
What professional memberships does Joseph Zanca hold?
Joseph Zanca is a member of CPA Australia (CPA), Chartered Accountants Australian and New Zealand (CA ANZ), and the Financial Advice Association of Australia (FAAA).
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