Planning today for a confident tomorrow
Planning today for a confident tomorrow
We help Australians secure their financial future with expert advice, transparent strategies, and genuine support. Whether you're looking to grow your wealth, plan for retirement, or protect your family, our dedicated advice guides you every step of the way over the long term.
We help Australians secure their financial future with expert advice, transparent strategies, and genuine support. Whether you're looking to grow your wealth, plan for retirement, or protect your family, our dedicated advice guides you every step of the way over the long term.
Services
Financial Planning: Personalised strategies to achieve your financial goals.
Wealth Management and Investment Advice: Academically-sound tailored portfolios to grow your wealth over the long term.
Superannuation: Maximise your retirement savings and make the most of your super.
Retirement Planning: Provide secure income and enjoy the lifestyle you deserve in retirement.
Centrelink: We offer a concierge service that interacts with Centrelink on your behalf.
Insurance Solutions: Protect yourself and your loved ones with commission free cover.
Why Choose Us?
Locally owned and operated in Adelaide
Certified financial planner with 20+ years’ experience
Clear, transparent flat $ fees—no hidden costs, no commissions, no conflicted products
Friendly service with your best interests at heart for the long term
Our Team
Jason Zanini
Jason Zanini
Jason is the Director and Senior Financial Planner at Longview Financial Strategies. He is committed to understanding his client’s unique needs to build long-term relationships over years to achieve their goals. With over 20 years of experience providing both simple and comprehensive financial advice and building and managing academically sound investment and retirement portfolios while being chairman of an in-house investment committee for his previous firm, Jason enjoys being a trusted adviser and improving his client’s lives by providing them with peace of mind. He practices a sophisticated yet simple philosophy in providing financial advice that has clear and transparent flat fees — with no hidden costs, no commissions, no conflicted products.If you are considering preparing for retirement or just want to know where to start, feel free to reach out to Jason.
Trevor Botterill
Trevor Botterill
Trevor is the Client Services Manager at Longview Financial Strategies. He offers extensive experience in the financial services industry having worked 19 years across foreign currency, banks, credit unions, and financial planning practices. Skilled in Retail Banking, Share Trading, Payments, Financial Planning, Networking, and Financial Markets, he brings a broad range of skills and viewpoints to help clients in servicing and implementing their financial plans. Trevor has completed a bachelor’s degree in Business from Swinburne University of Technology with an emphasis on Finance & Marketing. He is passionate about helping people achieve their financial and retirement goals.
Our team is committed to understanding your unique needs and building a lasting partnership.Contact us today to book an initial complimentary consultation today and start your journey towards long-term financial confidence.
Contact Us
| Phone: | (08) 7428 5000 |
| Email: | [email protected] |
| Address: | Level 3, 149 Flinders St, Adelaide SA 5000 |
Jason Zanini – Authorised Representative No. 334904
Longview Financial Strategies – Corporate Authorised Representative No. 1319505
Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221
https://www.centrepointalliance.com.au/fsg/aw