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Centra Wealth

Centra Wealth

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Centra Wealth, Adelaide

Introduction

We are a boutique financial services business based in Adelaide with the goal of helping you to CREATE, MANAGE, GROW and PROTECT your Wealth.

We offer a diverse range of financial services and specialise in providing dynamic advice including:
* Tailored wealth creation (financial planning) and wealth protection (personal insurance) strategies
* Establishment, management and administration of Self Managed Superfunds (SMSF)
Investment Advice and trade execution services
* Financial market education, coaching, as well as trading & investment support services

We are independently-licensed by ASIC (AFSL#422704) meaning we aren't aligned to any financial institution or bank. Our advice is always objective and your best interests always come first!

ISNT IT TIME YOU HAD A SECOND OPINION ON YOUR FINANCIAL SITUATION?

Please feel free to contact us today at (08) 8231 4709 or email us at info@centrawealth.com.au for a no-obligation and confidential discussion to review your financial situation and strategy and discover how we can assist you reach your financial goals!

Contact Info

Address:
Level 7, 431-439 King William Street
Adelaide
South Australia 5000
Australia
Tel:
+61 8 8231 4708
Website:
http://www.centrawealth.com.au

Offering

  • Financial Planning
  • Wealth Protection
  • Superannuation
  • Self Managed Superannuation Funds
  • Investment Advice
  • Education
  • Financial Market Education
  • Coaching
  • Trading
  • Investment
  • Trading Support
  • Investment Support Services
  • Personal Insurance
  • Business Insurance
  • Trade Execution

Hours of operation

From To From To From To
MondayOpen9am5pm
TuesdayOpen9am5pm
WednesdayOpen9am5pm
ThursdayOpen9am5pm
FridayOpen9am5pm
SaturdayOpenBy appointment
SundayOpenBy appointment

Meet Our Team (2)

Ben Moore
Private Client Adviser & Manager of Financial Planning
Ben's Financial Planning qualifications provide him with the ability to offer his clients a holistic Financial Advisory Service.

His formal qualifications include:
- Bachelor of Applied Finance
- Diploma of Business
- Diploma of Financial Planning

With the resources of The CENTRA WEALTH Group, Ben has the tools and expertise to provide a complete and attentive Investment Advisory and Portfolio Management service for his clients.

His passion is to help his clients to reach their financial goals - and his proactive approach to extracting as much value from investments as possible means that he works closely with his clients to tailor their portfolios to navigate through ever-changing market conditions.

Ben is committed to a personal level of service and building long-term relationships with his clients to assist them to manage their wealth through various stages of life.

When he is not working, Ben leads a busy social life, often taking advantage of Adelaide's beachside hotspots. His passion for fitness and love of footy also consume a large portion of Ben's life.
Zac Zacharia
Founder & Managing Director
Zac Zacharia is founder and managing director of a financial services business, the Centra Wealth Group, through which he provides financial planning, insurance, share and property investment advice and education services.

Zac's passion for the investment markets started over 13 years ago, when he bought his first shares during the tech-boom. When that bubble burst, Zac realised that consistent success in the markets relied on not just having the right advice, but also on having knowledge about how investment markets really work.

By investing years into his personal education of the markets, and also becoming an expert in technical analysis of trends and price patterns, Zac gathered real-world experience accross virtually every market condition, and has traded almost every type of security.

This hands-on experience, combined with his education background based in Business and Commerce – including Accounting, Financial Planning, Technical Analysis, Stockbroking as well as Investment Education and Mentoring - has provided Zac with the "street-smarts” and experience to understand how the global investment markets interact, allowing him to develop timely investment strategies to suit his clients’ needs using a combination of Technical and Fundamental analysis.

Zac has previously worked as a Senior Private Client Adviser at one of Australia's most respected Financial Services businesses, Ord Minnett where he learnt the value of client relationships and gained valuable insights into the Advisory business. He also has also previously held the position of Head of Education at a sharemarket education business.

Armed with this broad range of expertise and experience, and also having the patience and empathy of understanding his clients needs, Zac's approach to his clients is one of a long-term and trusting partnership. He prides himself on client service and puts his clients' financial wellbeing first - helping them adapt their strategies to suit their needs as their lifestyle and priorities change.

Zac’s passion is helping people to accumulate, grow and protect their wealth. He has a unique ability to help people understand complex financial jargon and he values highly the relationships he has with his clients.

He is privileged to lecture to students of the Share Investment Course at TafeSA and on behalf of KAPLAN he conducts regular CPD Training and Education to KAPLAN students and member companies. He is a regular speaker to the Australian Shareholders Association (ASA), the Australian Investors Association (AIA), the Australian Technical Analysts Association (ATAA) and the ASX Investor Hour seminars.

Zac's formal qualifications include:
- Bachelor of Commerce (specialising in Accountancy)
- Diploma of Financial Services (specialising in Financial Planning)
- ASX Australian Derivatives Adviser (Level 2)
- Technical Analysis E114

At CENTRA WEALTH, Zac provides tailored Portfolio Management solutions and specialist Investment advice to clients, as well conducting and developing personalised training programs and research.

Zac's personal interests include enjoying the lifestyle that Adelaide has to offer - including seeking out new food and wine experiences, socialising with family and friends, watching a good movie or theatre show, exploring his passion for exotic and muscle cars and driving, as well as travelling to and visiting new places and meeting new people. Zac also enjoys playing a game of tennis and golf.

Zac has also co-authored a book called PROPERTY vs SHARES with Peter Koulizos (The Property Professor). This book asks (and asnwer) the question everybody wants to know the answer for: Which is better - Property or Shares? Look out for it at your favourite bookstore, or online.

CATEGORIES IN ADELAIDE

Adelaide Trade Exchanges  ·  Adelaide Education  ·  Adelaide Import, Export & Trade Agents  ·  Adelaide Financial Services  ·  Adelaide Business Planning  ·  Adelaide Activities & Tours  ·  Adelaide Hotels & Resorts  ·  Adelaide Self-Catering Holidays  ·  Adelaide Travel Services  ·  Adelaide Locksmiths  ·  Adelaide Servicing & Repair  ·  Adelaide Consulting Services  ·  Adelaide Web Development  ·  Adelaide Waste & Recycling  ·  Adelaide Design, Printing & Publishing  ·  Adelaide Bathrooms & Kitchens  ·  Adelaide Cleaners  ·  Adelaide Serviced Apartments  ·  Adelaide Entertainment  ·  Adelaide Ophthalmologists  ·  Adelaide Loans  ·  Adelaide Graphic & Commercial Design  ·  Adelaide Furniture & Homeware  ·  Adelaide Electrician  ·  Adelaide Personal Injury

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SEARCH TAGS

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