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 4, 3 Loftus Street
WEST LEEDERVILLE  WA  6007
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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