Kristian Zuza

Kristian Zuza Email and Phone Number

Financial Adviser and Partner at Peak Wealth Management Pty Ltd @ Peak Wealth Management
Sydney, NSW, AU
Kristian Zuza's Location
Greater Sydney Area, Australia, Australia
Kristian Zuza's Contact Details

Kristian Zuza personal email

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Kristian Zuza phone numbers

About Kristian Zuza

One of three brothers, growing up in a loud, close family that had home full of friends and relatives more often than not had taught me great deal – not only did it mean ensuring I had a thick skin to deal with banter, or communicating with various generations at any point in time, the single best lesson it taught me is understanding what a great sense of community is. Ultimately, the importance of relationships. I have a passion for making things happen. Seems like a broad statement, all it really means is once I set my sights on a goal I need to make it happen. I like to follow this in all areas of my life; in a professional sense this includes helping people achieve, from strangers to clients and colleagues; in a lifestyle sense it might mean getting down to the beach with friends. Having a European background just embedded an emphasis on Food and that many of the best relationships are developed face to face, over a coffee or sharing a meal. Professionally, I have a passion for companies (naturally with an Accounting and Tax background), but not in a typical sense – I am intrigued and inspired by the people and relationships that make them great. Start-up or Giant Co, they symbolise a community, and allow people to work together to achieve outcomes that they otherwise wouldn’t be able to make reality.With my background, education and experience, I love working with people to really help them achieve their own definition of success. This means employees, employers, a young couple wanting to start a family all the way through to those looking to retire. Having a company, I do my best to ensure these values come across in my professional career making my career enjoyable. I love sport, the world game “Football,” and a competitive game of Tennis keep me active, however at times also glued to a TV screen. Open to meeting people and having a chat.

Kristian Zuza's Current Company Details
Peak Wealth Management

Peak Wealth Management

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Financial Adviser and Partner at Peak Wealth Management Pty Ltd
Sydney, NSW, AU
Website:
peakwm.com.au
Employees:
3
Kristian Zuza Work Experience Details
  • Peak Wealth Management
    Financial Adviser And Partner At Peak Wealth Management Pty Ltd
    Peak Wealth Management
    Sydney, Nsw, Au
  • Peak Wealth Management
    Financial Adviser & Partner At Peak Wealth Management Pty Ltd
    Peak Wealth Management Jan 2020 - Present
    Sydney , Nsw, Au
    We are Sydney based Financial Advisers that work with you to make informed financial decisions in a tried, tested and organised manner for the long term.As industry leading Sydney based Financial Advisers and Wealth Management specialists, we will provide you with professional and personalised financial advice that will help you reach goals that are important to you.- Tracked, refined, & visual cash management strategy.- Minimising your tax bills by structuring your assets in the most efficient way- Personal Insurance designed to protect you in a variety of scenarios eg Income Protection for when sick/injured and can’t work for extended time.- Building Investments in various Asset Classes – asset protection, asset intent, asset tax status are key things we considerThe combination of our extensive experience helping people at different life stages coupled with strong relationships with other professionals will provide you with a holistic, comprehensive and thorough financial plan to accelerate your personal version of financial success.
  • Response For Life
    Director & Business Development Manager
    Response For Life Aug 2012 - Present
    Areas we can help:- Defibrillators/AED's- First Aid Kits- First Aid CoursesWho is Response For Life, and more importantly why do we exist?We are a registered non-profit organisation with the goal to make Australia Heart Safe, ultimately meaning reducing the number of Sudden Cardiac Death victims. Our brand purpose is to give Australians the equipment and confidence to help each other in an emergency Sudden Cardiac Arrest (SCA) situation.About Sudden Cardiac Arrest:• An emergency condition in which an ‘electrical malfunction’ stops the heart beating.• Signs include; sudden collapse, non-responsiveness and no normal breathing.• A SCA victim will lose 10% chance of survival every minute!• Prompt, high quality CPR and Defibrillation offer the best chance of survival.• A victim is significantly more likely to survive when a bystander gives CPR and uses a Defibrillator in the first few minutes, before emergency help arrives.Response For Life (RFL) was created for the loved ones lost to sudden and often unexplained cardiac death. Each life we save means that we’ve also saved family, friends and the greater community, from suffering the long-term effects from such a tragic loss.We have fun while we give Australians the equipment and confidence to be best prepared for emergency situations. For more information contact me or go to www.responseforlife.org.au or reach out and send me a message/phone call.
  • Announcer Group
    Financial Adviser
    Announcer Group Feb 2011 - Feb 2019
    Maroochydore, Qld, Au
    I work with people to help them achieve their personal financial goals. Everyone is different, and that is why my approach is to make sure I dig deep and understand 'why' those goals are important to you. For me personally, the WHY and the PRIORITY is what makes me work towards my goals. Working out a plan to achieve these goals then has a REAL purpose.The way we help you achieve these goals is by making sure your financial affairs are structured in the best and most efficient way to get there. Yes that includes, saving tax where possible.- having a disciplined approach to your cash flow- making sure your Superannuation is in line with what you want to achieve - ensuring you have sufficient personal protection to cover any nasty situations- implementing an estate plan that delivers the best outcome for your family/friends If you would like to know more about myself and Announcer please visit our website https://announcer.com.auKristian Zuza is a representative and Announcer Financial Planning Pty Ltd ABN 24 079 308 615 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 Australian Credit License and AFSL No. 236523This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation and needs.https://www.announcer.com.au/terms/

Kristian Zuza Skills

Accounting Business Strategy Portfolio Management Nonprofits Finance Financial Reporting Wealth Management Sales Strategic Planning Management Microsoft Excel Cash Flow Financial Analysis Financial Services Microsoft Office Tax Advisory Marketing Strategy Budgets Small Business Financial Advisory Due Diligence Investment Strategies Retirement Planning Time Management Business Development

Kristian Zuza Education Details

  • University Of Technology Sydney
    University Of Technology Sydney
    Accounting Major And Small Business Management & Accounting
  • Kaplan Professional
    Kaplan Professional
    Diploma Of Financial Planning
  • Mentor Education
    Mentor Education
    Financial Planning And Services
  • Kaplan Professional
    Kaplan Professional
    Margin Lending Specialist
  • Aquinas College Menai
    Aquinas College Menai
    High School Certificate

Frequently Asked Questions about Kristian Zuza

What company does Kristian Zuza work for?

Kristian Zuza works for Peak Wealth Management

What is Kristian Zuza's role at the current company?

Kristian Zuza's current role is Financial Adviser and Partner at Peak Wealth Management Pty Ltd.

What is Kristian Zuza's email address?

Kristian Zuza's email address is kr****@****.org.au

What is Kristian Zuza's direct phone number?

Kristian Zuza's direct phone number is +614114*****

What schools did Kristian Zuza attend?

Kristian Zuza attended University Of Technology Sydney, Kaplan Professional, Mentor Education, Kaplan Professional, Aquinas College Menai.

What are some of Kristian Zuza's interests?

Kristian Zuza has interest in Social Services, Economic Empowerment, Education, Human Rights, Health.

What skills is Kristian Zuza known for?

Kristian Zuza has skills like Accounting, Business Strategy, Portfolio Management, Nonprofits, Finance, Financial Reporting, Wealth Management, Sales, Strategic Planning, Management, Microsoft Excel, Cash Flow.

Who are Kristian Zuza's colleagues?

Kristian Zuza's colleagues are Tia Towns.

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