Zoe Bastian

Why I do what I do

I believe that it is so important to plan for the future. I am passionate about helping our clients have peace of mind and financial security as they move through the different stages of life. 

I started my professional career in corporate 10 years ago working in Professional Services, I then moved into the retail and health sector before settling into financial planning.

I love forming great relationships with our clients. It is so important for me to help people feel comfortable navigating aspects of their life that they may not fully understand.  

A few things about me:

You will always find me up for having a chat, I am very passionate, and I thoroughly enjoy a good debate around the dinner table.

I consider myself quite the cook and like to show off my culinary skills, so I often entertain. In my spare time, you will find me either at the gym or relaxing in my hammock with a puzzle book.

I love making the most of time off and will often escape up or down the coast for weekends away exploring with my partner and friends.

Qualifications 

  • Diploma of Marketing

Identity McIntyre Pty Ltd and its specialist financial advisers Angus Dockrill, Scott Douglas, Dan Blatch, Lisette Walsh, Vince Dore, Sangram Rana, John Foley and Matthew Bull are authorised representatives of IMFG Pty Limited, Australian Financial Services Licensee Registered Office at: Level 8, 171 Clarence Street, Sydney NSW 2000. These representatives are trading as IMFG.

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