Insights from the 2019 Vanguard / Investment Trends SMSF survey

August 3, 2019

Trends for 2019 word in laptop computer screen with tablet on wood stood table in at window with blur background,Digital Business or marketing trending

Centra Wealth is a Practice Member of the AIOFP, an association representing financial services businesses that are not owned or affiliated with Financial Institutions. Although our business is privately-owned, we are not able to refer to ourselves as "Independent" under S923A of the Corporations Act due to the fact that we accept commissions from Risk product providers.

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CENTRA WEALTH PTY LTD (ABN 39 158 802 450) holds an Australian Financial Services License (#422704) issued to it by ASIC. CENTRA FINANCIAL PTY LTD (ABN 57 638 476 954) is a Corporate Authorised Representative (#1279906) of CENTRA WEALTH PTY LTD.  It trades as CENTRA WEALTH MANAGEMENT, CENTRA PRIVATE WEALTH and CENTRA WEALTH ACADEMY.  CENTRA MONEY Pty Ltd (ABN 96 167 497 305) is a Credit Representative (#452523) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit License 391237) and trades as CENTRA MONEY. Collectively the above are known as the CENTRA WEALTH GROUP, a business name of CENTRA FINANCIAL PTY LTD.

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Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.
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