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Daniel Zahra
Wealth Production Manager at Altus Financial
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Work Experience
Wealth Production Manager
Oct 2020 - Present · 4 years and 3 months
May 2015 - Oct 2020 · 5 years and 5 months
Practice Manager
Jan 2017 - Oct 2020 · 3 years and 9 months
Financial Adviser
May 2015 - Jan 2017 · 1 years and 8 months
Company Details
51-200 Employees
With over 30 years in the personal financial and SME business advice profession, the Altus brand has emerged as one that is well respected through the industry. The leaders of the firm have diverse roots and experience, some beginning their careers in the Big 4 accountancy firms and others from financial planning and business advisory backgrounds. The idea behind the Altus name was that the Latin word “Altus” literally means “high and deep”. To us, this symbolises the high level of trust, depth and quality of relationship our clients seek and value highly. The purpose of our company is to make a positive difference to our clients’ financial outcomes. To do that we deliver a breadth of specialised financial advice tailored to every stage of our clients’ financial journey - whether that is as an individual or a business. Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237). View our Legal information here - https://www.altusfinancial.com.au/legal-altus-financial
Year Founded
2011
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Level 2 10 Bond Street SYDNEY, NSW 2000, AU
Keywords
Accounting and ComplianceWealth ManagementSuperannuatioBusiness Performance and AdvisoryAudit and AssuranceAsset Protection and RiskTaxation AdvisoryRetirement & SuperannuatioCFO ServicesCorporate Advisory
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