Stefano Zagami Email
Private Client Adviser @ Vantage Wealth Management Pty Ltd
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Stefano Zagami Location
- Perth, WA, AU
Stefano Zagami Work
- Private Client Adviser @ (August 2019 - Present)
- Principal @ ZTA Polo (July 2004 - August 2019)
- Director @ Bellmore Investments (April 2000 - June 2003)
- Financial Adviser @ Denboer & Associates (October 1996 - March 2000)
- Financial Advisor @ (August 1990 - September 1996)
- Personal Assistant @ Dale Hughes Financial Services Group (May 1989 - June 1990)
- Account Manager @ (March 1982 - May 1989)
Stefano Zagami Education
- CBC Fremantle 1973-1981
- University of Adelaide
Professional Certificate SMSF (Financial Planning and Services)
2007 - Kaplan Professional
Dip. FS (FP) (Financial Planning and Services)
Stefano Zagami Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Leadership
- Financial Planners
- Public Speaking
- Pensions
- Fixed Annuities
- Estate Tax Planning
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Tax
- Portfolio Management
- Superannuation
- Critical Illness
- Investments
- Business Development
- Relationship Management
- Finance
- Investment Advisory
- Income Protection
- Asset Allocation
- Strategy
- Financial Services
- Asset Protection
- Wealth Management
- Life Insurance
- Mutual Funds
- SMSF
- Equities
- Strategic Financial Planning
- High Net Worth Individuals
- Savings
- Investment Strategies
- Buy Sell Agreements
- Wealth Accumulation
- Asset Management
- Trusts
- Disability Insurance
- Wealth
- Personal Financial Planning
- Debt Management
- Small Business
- Personal Finance
- Term Life Insurance
- Research
- Inheritance Tax Planning
- Retirement
- Securities
- Investment Management
- Strategic Planning
- Financial Analysis
- Account Management
- Management
Stefano Zagami Summary
- Stefano Zagami, based in Perth, WA, AU, is currently a Private Client Adviser at Vantage Wealth Management Pty Ltd. Stefano Zagami brings experience from previous roles at ZTA Polo, Bellmore Investments, Denboer & Associates and ANZ. Stefano Zagami holds a 1973 - 1981 CBC Fremantle. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Leadership, Financial Planners and more. Stefano Zagami has 1 emails on RocketReach.
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