Vanja Zoric

Vanja enjoys dealing with clients and finding solutions that will assist them in achieving their goals

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About Vanja

Vanja is a qualified Wealth Advisor that enjoys dealing with clients and finding solutions that will assist them in achieving their goals for the present and for the future.

Having spent 2 years with Macquarie Private Wealth, Vanja has expanded his level of experience across a large range of clients from those just starting out in the financial world to high-net-worth individuals. 

Prior to starting at Macquarie, Vanja spent 3 years with Shakespeare Partners as a Senior Paraplanner. Vanja is also a Certified Financial Planner™ and an Authorised Representative of Australian Unity.

Vanja is passionate about assisting clients in establishing a secure financial future for themselves and that of their families with a keen focus on prudent investment management.

Explore the ways that Vanja can assist you or get in touch to discuss your needs in more detail.

Wealth Protection - Personal Insurance Cover, Estate Planning and Strategic Considerations

Wealth Creation

Portfolio Management and Strategic Investment Advice

Cashflow Management and Budgeting

Contact Vanja

Contact Information

Level 1, 1109 Hay Street
WEST PERTH  WA  6005

PO Box 1595
WEST PERTH  WA  6872

+618 6315 2700

vanja.zoric@insightperth.com

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Financial Advice services are provided by Insight Financial Partners Pty Ltd T/A Insight Wealth Perth as a Corporate Authorised Representative of
Australian Unity Personal Financial Services Limited (ABN 26 098 725 145), AFS Licence no. 234459.

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