Zebulon Ashton
Financial Adviser
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About
Zebulon Ashton is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals through strategic and personalized advice. With a strong educational foundation including a Diploma and Advanced Diploma of Financial Planning from Kaplan Higher Education, and advanced tax qualifications from the Tax Institute, Zebulon possesses the knowledge and expertise to navigate the complexities of the Australian financial landscape. Zebulon is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise also extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring clients receive well-rounded and tailored solutions. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Zebulon is committed to building long-term relationships with his clients, providing ongoing support and guidance to help them make informed financial decisions. Contact Zebulon today to discuss your financial needs and secure your future.
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Frequently Asked Questions
What types of financial advice does Zebulon Ashton provide?
Zebulon Ashton provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He offers tailored solutions to meet individual financial needs.
What are Zebulon Ashton's qualifications?
Zebulon holds a Diploma and Advanced Diploma of Financial Planning from Kaplan Higher Education, as well as advanced tax qualifications (CTA2A, CTA2B, CommLaw1, and a Graduate Diploma of Applied Tax Law) from the Tax Institute.
How does Zebulon Ashton approach financial planning?
Zebulon focuses on building long-term relationships with his clients, providing personalized advice and ongoing support to help them achieve their financial goals.
What should I expect during my first meeting with Zebulon?
During your initial consultation, Zebulon will take the time to understand your current financial situation, future goals, and risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
How can Zebulon help me with retirement planning?
Zebulon can assist you with all aspects of retirement planning, including superannuation optimization, investment strategies, and income planning to ensure a comfortable and secure retirement.
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