Zac has been advising and assisting clients to create wealth and secure their futures for over 14 years. Founding Centra Wealth in 2012, Zac is an accomplished presenter and educator and his passion has seen him co-author the popular investment book, Property vs Shares.
Zac specialises in strategic investment management strategies and assisting clients in the arrangement of finance. He has a gift for explaining complex financial topics and assists people who are looking to improve their financial literacy. Zac enjoys spending time with his family and socialising with friends over a great meal. He also enjoys cinema, motor cars and travelling.
Jon is an investment manager and client adviser at Centra Securities with over 16 years experience. Jon has managed a financial education business and more recently a stockbroker at a well known Australian firm.
He operates a mechanical momentum trading strategy for clients seeking to outperform market returns through quantative strategies and stock portfolio management using fundamental analysis and technical timing. Jon likes to spend time with his family and friends and enjoys outdoor activities.
Peter manages Centra Wealth’s administration and in previous roles, Peter has learnt the practical application of his academic studies and garnered valuable skills to support the Centra Wealth Group.
Peter’s assists the team to deliver on our promise of exceptional customer service. Peter enjoys playing and watching soccer and culturally enjoys greek dancing.
As the Head of Financial Planning, Chris has been advising and assisting clients to create wealth and secure their future for over 20 years. Chris has a broad understanding of a variety of strategies and diverse client needs and specialises in developing, implementing and managing personalised investment, retirement and risk management strategies.
He takes great pride in helping people and does this with integrity, passion and enthusiasm. Chris enjoys spending time with his young family and is actively involved in their activities. He follows Formula 1 motor racing and when time allows, plays a few rounds of golf.
Sue is a fully qualified financial planner with over 30 years experience in various roles from corporate to personal advisory services. Sue assists the Advisory team to devise, implement and manage financial planning and investment strategies and works alongside financial advisers to deliver an outstanding service to clients.
Her strong organisational skills, attention to detail and ability to communicate effectively ensures that her clients receive a professional experience. Sue enjoys travelling, cinema and has a passion for fine champagne.
Jason has worked in the stockbroking and funds management industry for over 12 years. His experience includes performing various research, management and portfolio construction responsibilities.
Jason provides strategic investment advice and services on all aspects of Australian and international equities to retail clients and institutions. He specialises in ongoing investment management and seeking value opportunities. Jason enjoys food, wine and travel.
Craig has worked in various managerial and administrative roles in both large financial institutions and financial planning practices for over 40 years. His vast experience and expertise, particularly in the area of personal risk protection, enables him to meet all client service needs.
Craig enjoys watching most sports, particularly Aussie rules and soccer, and is an avid golfer.