Zara brings over five years of experience in private wealth management and stockbroking, having established her career at Euroz Hartley’s in Western Australia before joining LGT Wealth Management. Her expertise spans public equities dealing, multi-asset portfolio construction and strategic financial planning, underpinning her pragmatic and market-aware approach to managing wealth.
Working closely with Simon O’Brien and Daniel Chang to deliver bespoke solutions for high-net-worth families, Zara adopts a client-first philosophy, placing strong emphasis on trust and personalisation to develop a deep understanding of each individual’s goals and circumstances. She is particularly passionate about supporting the next generation of wealth owners, helping them build confidence and clarity in their investment decisions.
Zara graduated from Curtin University with a Bachelor of Business Administration in Business Law and Business Project Management and a Graduate Diploma in Financial Planning. She is also accredited as a National DTR and ADA1 Derivatives Adviser.
