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Leveraging Expertise Knowledge to Achieve Consistent Returns
Zac Vinten is a Wealth Adviser in Canaccord Genuity Perth Office. Zac’s diverse skill set provides him with the skills to deliver specialised, personalised advice which focuses on multi-asset class portfolios and financial planning strategies.
Leveraging his extensive knowledge of consulting & wealth management, Zac offers clear, actionable advice that benefits both clients and their beneficiaries. His objective is to create diversified portfolios with income-generating securities to safeguard capital and achieve consistent returns through diversification in the portfolios he manages.
Authorisations
Financial advisers register - Moneysmart.gov.au
Zac Vinten can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Securities
- Superannuation
- Margin Lending Facility
Zac is accredited to provide tax (financial) service advice.
Qualifications
- Financial Adviser Exam, FASEA, 2021
- Graduate Diploma of Financial Planning, KAPLAN, 2020
- Diploma of Financial Planning, KAPLAN, 2019
- Bachelor of Commerce, University of Western Australia, 2017