Zac Masters

Financial Adviser

Zac has been with us at Pekada for over 5 years, having started off as an intern during his time at university whilst studying a Bachelor of Business majoring in Financial Planning.

Zac has a passion for helping clients get started on their wealth journey along with making sure both them and their families are financially protected from different things that life can throw at you.

Zac’s is our resident personal insurance and wealth accumulator guru. His core focus on a daily basis is to keep his finger on the pulse for the best strategies for young Australian’s looking to build and protect their wealth tax effectively.

Outside of the office you’ll catch Zac playing basketball, listening to music or watching some form of the sport on TV. The definition of a bandwagon supporter, even though having lived in Melbourne for most of his life, follows the Adelaide crows after they won back to back premierships in 1997/98 when he was younger. Zac also enjoys a few gins with friends or heading to one of the great restaurants that Melbourne has to offer, so if you have any good recommendations, be sure to hit him up.

Role, qualifications, scope of advice and disclosures

Zachary (Zac) Masters (AR Number 472125) is a Financial Planner at Pekada and holds a Bachelor of Business (Financial Planning).

Zac is authorised to provide financial strategy and product advice, and to deal in a financial product by arranging for a financial product to be acquired, disposed of or varied, specifically:

  • Life Insurance
  • Investment Products
  • Life Insurance Risk Products
  • Superannuation and Rollovers
  • Managed Investment Schemes
  • Retirement Planning
  • Managed Investments (Unit Trusts)
  • Pensions and Annuities
  • Social Security
  • Estate Planning
  • Debt Reduction Strategies
  • Standard Margin Lending Facility

Zac is an employed adviser of the Wealth Collective Pty Ltd t/as Pekada, is paid a salary and participates in an incentive scheme based on a balanced scorecard of business metrics.