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Anthony Zaman Email & Phone Number
Director and Principal Financial Adviser
at
Silverloom Advisory Group
1 work email found
@cooeewealth.com.au
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Principal Financial Adviser
Location
Sydney, New South Wales, Australia
Company size
Who is Anthony Zaman? Overview
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Quick answer
Anthony Zaman is listed as Director and Principal Financial Adviser at Silverloom Advisory Group, a with 1 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at cooeewealth.com.au and a matched LinkedIn profile for Anthony Zaman.
Anthony Zaman previously worked as Director / Principal Financial Adviser at Silverloom Advisory Group and Wealth Partner at Cooee Wealth Partners. Anthony Zaman holds Master Of Financial Planning (Aqf9), Financial Planning And Services from Kaplan Professional.
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Email format at Silverloom Advisory Group
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{first_initial}{last}@cooeewealth.com.au
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Profile bio
About Anthony Zaman
As a devoted Financial Adviser, my unwavering commitment lies in providing exemplary financial guidance anchored in compliance and ethical standards. With over ten years of specialised expertise spanning property, mortgages, and Financial Planning, I offer a comprehensive array of services rooted in a profound understanding of financial markets, assets, and strategic planning.My clientele encompasses a broad spectrum, ranging from wealth accumulators to retirees, encompassing both employees and business owners. Through a meticulously guided educational approach throughout my clients’ financial journeys, I strive to ensure absolute clarity in the rationale behind every strategy or recommendation. Leveraging sophisticated tools such as modelling, value propositions, and the direct impacts of following my advice, I empower clients to make well-informed decisions while enhancing their financial acumen.Beyond meeting regulatory standards, I have pursued advanced academic pursuits, culminating in a Masters in Financial Planning. This ongoing investment in education positions me at the vanguard of industry advancements, enabling the delivery of unparalleled guidance to my esteemed clients.Aligned with the values upheld by my esteemed partners and colleagues, my professional ethos is fueled by a shared passion for helping individuals actualise their financial aspirations. I warmly invite you to explore how my expertise can propel you towards the realisation of your financial objectives.My specialist services include:– Cash flow optimisation– Business Optimisation– Debt Structuring– Superannuation & Self Managed Super Funds– Retirement Planning– Tax Strategies– Investments– Property– Insurance– Estate Planning
Listed skills include Leadership, Budget Monitoring, Candidate Selection, Candidates Searching, and 36 others.
Current workplace
Anthony Zaman's current company
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Silverloom Advisory Group
11 roles
Anthony Zaman work experience
A career timeline built from the work history available for this profile.
Director / Principal Financial Adviser
Wealth Partner
Jun 2022 - Aug 2024
Wealth Advisor
Oct 2021 - Jun 2022
Wealth Advisor (Provisional)
Jan 2021 - Oct 2021
Financial Planning / Administration Support (Professional Year)
Jul 2020 - Jan 2021
Financial Planning Assistant/ Client Services
Jan 2020 - Jun 2020
Consultant, Futureyou | Financial Planning | Financial Services, Sales | Recruitment |
- Built a Financial Planning recruitment desk from the ground up- Developed sales strategy to generate new client opportunities- 360 Recruitment process in Financial Services- Meet all sales KPI’s and Targets to ensure business growth - Exceeding targets by 200%- B2B Sales: Cold and Warm sales- Account management of top clients- Started new revenue stream in Financial Planning across Paraplanning up to Partnership positions- Business development: identification, generation, and exploitation of opportunities- Created articles and good read blogs to be released to my network.
Mar 2019 - Dec 2019
Head Of Sales & Client Relationships
- Test and implement sales CRM platforms- Create sales SOP documentation for department- Meet all sales KPI’s and Targets to ensure business growth- Conduct reports and monthly reviews while reporting to the director to ensure business growth- B2B Sales: Cold and Warm sales – Complete 360 sales process.- Account management of top clients- Create and implement a sales strategy- Creation of marketing and sales collateral and working alongside the marketing team- Seek exposure opportunities with advertising websites- Create an interstate growth strategy
Sep 2018 - Mar 2019
Financial Services Professional (Lending - Mortgages/Insurance - Personal & Business, Risk Adviser)
Mortgage Advice Bureau/ Imc Financial Services
IMC Financial Services – Insurance/Risk Adviser(Broker), Account Manager (UK)- Proactively resolving any client queries or issues and ensuring timely and efficient resolutions.Generated £200,000 within 6 months and achieved highest revenue month and Quarter record- Mixture of B2B & B2C clients of VHNW and HNW clients via Face to Face & Telephone based advice- High level of account management sales and upselling of existing clients/ new business generation- Devising and implementing highly effective sales strategies to engineer commercial growth.- Demonstrating an exceptional knowledge of the Insurance and adhering to this at all times.- Achieving above and beyond sales targets and quarterly targets on an ongoing basis.Mortgage Advice Bureau (MAB) – Mortgage Broker (Residential & Commercial Property) (Australia)- Assisting in the management of 3 staff members.- Delivering staff training and acting as a key point of contact in reference to any queries.- Account management: coordinating client accounts and engineering business prospects across both prospective and existing clients.- Redevelopment of sales scripts in lead gen team to improve transfer success rate and quality transfer- Dealing with any queries or issues and ensuring timely and efficient resolutions.- Creating and implementing new policies and procedures to enhance productivity and client care.- Where required, creating applications, servicing calculations and settlement process. - Ensuring the effective execution and delivery of sales strategies in order to meet all short, mid and long term commercial targets.
Feb 2017 - Jul 2018
Head Of Property Management/ Property Manager/ Leasing Consultant - Residential & Commercial
Ray White/ L.J. Hooker/ Keith Soames
- Managing a diverse portfolio of 250-400 properties and leading a team of 4 staff members.- Account Management of existing clients and portfolio growth through sales techniques- Leading all aspects of training, performance management and day-to-day delegation.- Enforcing a culture of positivity to ensure staff morale/performance is high.- Ensuring all business functions are working to improve and simplify the customer journey.- Developing and implementing key strategies to promote business growth and profitability.- Liaising routinely with clients in order to effectively gather their requirements.- Overseeing any bank reconciliations and maintaining responsibility for rental arrears.- Handling incoming enquiries from key accounts and identifying requirements in order to effectively solve problems- Overseeing all on-going and final inspection reports and escalating any issues as and where required.- Building and maintaining an exceptional relationship with all clients and proactively engineering business
May 2013 - Feb 2017
11 education records
Anthony Zaman education
Master Of Financial Planning (Aqf9), Financial Planning And Services
Graduate Diploma Of Financial Planning (Aqf8), Financial Planning And Services
Diploma Of Financial Planning, Financial Planning And Services
Graduate Diploma Of Strategic Leadership (Bsb80215) (Aqf8), Business/Commerce, General
Australian Institute Of Business
Life Insurance Adviser (Personal Advice)(Rg146)(Tier 1), Insurance
General Insurance Adviser (General Insurance)(Rg146)(Tier 2), Insurance
Diploma In Finance And Mortgage Management, Finance And Financial Management Services
Certificate Iv In Finance And Mortgage Broking, Finance And Financial Management Services
Real Estate Licence, Real Estate
Rei
Certificate Of Registration, Real Estate
Rei
Chemistry
Knox Grammar School
FAQ
Frequently asked questions about Anthony Zaman
Quick answers generated from the profile data available on this page.
What company does Anthony Zaman work for?
Anthony Zaman works for Silverloom Advisory Group.
What is Anthony Zaman's role at Silverloom Advisory Group?
Anthony Zaman is listed as Director and Principal Financial Adviser at Silverloom Advisory Group.
What is Anthony Zaman's email address?
AeroLeads has found 1 work email signal at @cooeewealth.com.au for Anthony Zaman at Silverloom Advisory Group.
Where is Anthony Zaman based?
Anthony Zaman is based in Sydney, New South Wales, Australia while working with Silverloom Advisory Group.
What companies has Anthony Zaman worked for?
Anthony Zaman has worked for Silverloom Advisory Group, Cooee Wealth Partners, Cooee, Diamond Blue Financial Services, and Futureyou.
How can I contact Anthony Zaman?
You can use AeroLeads to view verified contact signals for Anthony Zaman at Silverloom Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Anthony Zaman attend?
Anthony Zaman holds Master Of Financial Planning (Aqf9), Financial Planning And Services from Kaplan Professional.
What skills is Anthony Zaman known for?
Anthony Zaman is listed with skills including Leadership, Budget Monitoring, Candidate Selection, Candidates Searching, Client Relations, Candidate Assessment, B2B Sales, and Account Management.
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