Reuben Zelwer
Financial Adviser
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About
Reuben Zelwer is an ASIC-registered financial adviser based in Malvern, VIC, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a Bachelor of Accounting from Monash University (1996) and a Graduate Diploma in Financial Planning from the Securities Institute (2001), Reuben possesses a strong foundation in financial principles. He further enhanced his expertise with specialized training in Margin Lending and Geared Investments (Kaplan Professional, 2010), SMSF advice (Financial Essentials, 2011), and is recognised as an SMSF Specialist Advisor by the SMSF Association (2011). Reuben stays up-to-date with industry standards, having completed FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020). As a member of the Financial Advice Association of Australia (FAAA), Reuben adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His advice extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Reuben today to schedule a consultation and discuss your specific needs and aspirations.
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Frequently Asked Questions
What types of financial advice does Reuben Zelwer offer?
Reuben Zelwer provides advice on a range of financial matters including superannuation, retirement planning, wealth management, insurance, and investments. He can help you with strategies tailored to your unique circumstances.
What are Reuben Zelwer's qualifications and experience?
Reuben holds a Bachelor of Accounting, a Graduate Diploma in Financial Planning, and specialist accreditations in SMSF advice. He has been providing financial advice since 2001 and is a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Reuben Zelwer?
The first step is to schedule an initial consultation. This allows Reuben to understand your financial situation, goals, and risk tolerance. He will then develop a tailored financial plan that aligns with your needs. Ongoing reviews and adjustments are made to ensure your plan remains effective.
How can Reuben Zelwer help me with my superannuation?
Reuben can provide advice on a variety of superannuation matters, including contribution strategies, investment options within super, and transitioning to retirement. He also specialises in Self-Managed Superannuation Funds (SMSFs).
What should I expect during my first meeting with Reuben Zelwer?
During your initial meeting, Reuben will ask detailed questions about your financial situation, including your income, assets, debts, and financial goals. He will also explain his fees and services in detail, ensuring you have a clear understanding of the process.
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