Financial Adviser
· NEWTOWN, VIC
Zachary Dodds
No disciplinary history on record with ASIC
NEWTOWN,
VIC
8
Years experience
ASIC Registered · ADV 001273411
About Zachary Dodds
Zachary Dodds is a financial adviser based in Newtown, Victoria, with 8 years of experience in the financial services industry since 2018. Zachary is currently authorised under Muirfield Financial Services. Zachary holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Zachary's qualifications include a Certified Financial Planner (1-5) from Financial Planning Association of Australia. Zachary is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2017
Bachelor of Commerce- Finance & Financial Planning
Deakin University
2019
Accredited Aged Care Specialist
Aged Care Steps
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Certified Financial Planner (1-5)
Financial Planning Association of Australia
2021
FPA Aged Care Specialist
Financial Planning Association
2021
Master of Financial Planning
Deakin University