CFP® Dip FP, SSA™

Shan Zavahir formed Platinum Strategies in 1993. He holds a Diploma of Financial Planning and is a practicing Certified Financial Planner®, which is the highest professional certification that can be awarded to a financial planner.

With a background in accounting, Shan has an Associate Diploma of Accounting, and a Certificate in Business Advisory Services, through the Society of Certified Practising Accountants.

Shan specialises in Self-Managed Superannuation Funds (SMSF) and is a SMSF Specialist Advisor™ awarded by the SMSF Association. His additional areas of expertise include estate planning, advanced tax and gearing strategies, risk management for individuals, corporate and succession planning.

In addition to running Platinum Strategies, he manages three other businesses via joint venture partnerships with accounting firms. He regularly travels interstate to work with clients in Darwin, Alice Springs, Sydney and Brisbane.

Shan is an active member of the Financial Planning Association and SMSF Professionals’ Association of Australia Ltd.

Shan is an Authorised Representative of Millennium3 Financial Services Pty Ltd.

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