Joseph Zanca

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Prior to merging with Kidmans Partners in August of 2024, Joe was the Managing Director of Zanacorp an Accounting/Financial Planning Practice located in Elsternwick.

Joe’s professional advisory experience has spanned over 35 years in the disciplines of both Accounting/tax and financial planning, being both a Chartered Accountant and academically decorated Certified Financial Planner.

During this time in practice he has built an expansive body of technical knowledge and developed a deep mutually successful client base and trusting relationships empowering his clients to make optimal outcomes.

Joe is passionate about helping clients, investment markets and supporting his favourite football team the Melbourne Demons.

If you would like to arrange a meeting with Joe, please contact his assistant, Carolyn Mackay, at carolynm@kidmanspartners.com.au. Carolyn will be happy to assist you. 

Qualifications

  • Bachelor of Business (Distinction)
  • Diploma of Financial Planning
  • Chartered Accountant (CA)
  • Certified Practising Accountant (CPA)
  • Certified Financial Planner (CFP)

Areas of specialisation

  • Strategic Business Structuring
  • Tax Effective Investment Planning
  • SMSF's
  • Wealth Strategies
  • Retirement Planning
  • Estate Planning
  • Taxation Advice and Business Structuring

Associated Services

  • Business Advisory & Mentoring
  • Wealth Management
  • Self Managed Superannuation Funds
  • Investments
  • Managed Investments & Income Pool

Associated Industries

  • Executives/HNW Investment Strategies
  • Business to Business Services
  • Retail/Pharmacy
  • Wholesale Services

Get In Touch

Whether you’re looking for more information or ready to take a positive step towards financial freedom, get in touch with our experienced team. We help businesses and individuals understand where they are now, and where they want to be and create proactive plans to get them there. Remember, we’re here to help you achieve your goals. We would love to hear from you so please contact us today.

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