Empowering Your Vision through Planning

Darko Zigic

Director of Wealth Services
MFP, GradDip FP, Dip FS (FP), Dip IT

Master's in Financial Planning

Dip FS

SMSF Specialist Adviser

Dip IT

FASEA Financial Adviser Exam

Ethics & Professionalism in Financial Advice

FAAA Member

Awards and Accolades

Independent Financial Adviser (IFA) Excellence Awards’ Risk Adviser of the Year 2019.

Everyone has a financial puzzle, and I love solving it for them.

It’s a privilege to be part of our clients’ financial journey, celebrating the wins and being there when the unexpected happens.

I started my career in IT but quickly realised it was missing the people side of work. So, I looked for other industries where my quantitative and process skills would be useful. This led me to finance and banking, where I went on to work in financial planning roles at ANZ and Westpac.

Across the two banks, I gained experience in wealth protection, debt reduction and commercial credit. In 2012, I joined RFS, and my background made me the perfect adviser for small- to medium-sized businesses. In 2019, I was honoured to be named the Independent Financial Advisers (IFA) Excellence Awards’ Risk Adviser of the Year.

Today, I have a Masters in Financial Planning and extensive experience in wealth accumulation, debt reduction strategies, business planning, and superannuation and retirement strategies for clients with specialised and complex needs.

The great thing about my role is that I help people frustrated with their financial progress set attainable goals and then work with them to achieve them. Never forgetting that along the way, we need protection to deal with life’s surprises.

Independent Financial Adviser (IFA) Excellence Awards' Risk Adviser of the Year 2019.

Hobbies and Interests

Living my unrealised dreams as a world-class basketball player.

Cooking and eating delicious food with my family.

Catching a whopper of a fish out on the lake with a friend.

Watching a movie on the big screen with popcorn (of course).

Darko In The Hot Seat

Richard Branson – for the business he has built
Michael Jordan – as he is the GOAT

“Limits, like fear, are often an illusion.” – Michael Jordan

I’m not a singer!

New York – love the city, food, culture, and the atmosphere.

The most memorable was doing the previous world’s largest bungee jump – 216 meters. My most adventurous was swimming with Great White sharks and skydiving. I’m a bit of an adrenaline junkie!

What Clients Are Saying About Darko Zigic

Always a good experience to visit them, advice seems very sound.

A. ANDERSON-HOGG

Great support and advice.

A.SMITH

Good service and very approachable.

S. MOURDHUJ

We live overseas and it can be hard to obtain help with time differences and connectivity etc. Darko and team have been brilliant. Straight advice, great trouble shooting. All you want in a firm that helps manage your family finance and insurance needs.

JASON & EMMA

After leaving a insurance prominent provider that lacked all things customer service, our expectations have been very much met. As expats, i found your firm on the net, and with that Darko and Talia. Brilliant support, advice and customer service. Very happy with our new support team.

JASON & EMMA

Excellent service from the whole office, I can’t fault anything. Every time I call I can speak to anyone and they are always very helpful. Very grateful for your service and special mention to Darko, Talia and Jenna.

JENNIE

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