Andrew Zbik has reunited with former Omniwealth colleague, Hoa Tran, at his recently formed planning group, CreationWealth. Ms Tran joins the planning firm as an Associate Financial Adviser.
“It’s a cliché to say that I am delighted Hoa is joining me in my firm, but it is true. CreationWealth has grown by 55 per cent in the last year and that leads to consolidating of systems and the need for more client-facing staff which is a key strength of hers.
“Hoa’s appointment brings our full and part-time staff to two. The rate of referrals from my referral partners is unabated and I expect to make more staff additions soon.
“As well, we are launching an online training company next year called CreationWealth Education. The range of courses will include:
- Basic training fundamentals on how to approach investing and household budgeting.
- Advanced training is to get real results, incorporate accountability.
“The heavy workload of establishing a new planning firm and completing the curriculum for CreationWealth Education has meant that Hoa’s availability to join has been very timely,” said Andrew Zbik
Hoa holds a Bachelor of Commerce (Econ) and the Advanced Diploma in Financial Planning.
Most recently, she had worked for Stanford Brown in the Private Wealth division and earlier had spent six years as a paraplanner and then financial adviser for Omniwealth Financial Planning where she serviced clients directly in their Sydney and Melbourne offices.
Ms Tran commenced in the industry as a Financial Planning Assistant/Paraplanner at Maven Financial for over five years.
Financial adviser Andrew Zbik is finalising a personal finance training course to be launched after the COVID lock down eases. An overview of his thinking around the course material is contained below.
An overview of his thinking around the course material is contained below.
CreationWealth Education course outline
- Investment Fundamentals – How to think with a wealth creation mindset.
- Protect your largest income producing asset – You. How does insurance work and how to work out how much you need?
- How to create wealth? Look at all the assets you can invest in to create wealth.
- Super is super. How does Superannuation work and what is the right fund for you?
- Protect your legacy. Most people don’t like to talk about death. Preparing for it shows your family you care about your legacy.
Andrew Zbik
Senior Financial Adviser
Creation Wealth
0422 038 253
andrew.zbik@creationwealth.com.au
www.creationwealth.com.au