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Shan Zavahir 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.
James Thomas Adv. Dip FS (FP)
Senior Financial Planner
James has an Advanced Diploma of Financial Services (Financial Planning) and a Cert IV of Business Administration.
With a Business Analyst background, James joined Platinum Strategies in 2015 with 5 years in the Financial Services industry. James specialises in superannuation, retirement planning, managed investments and risk protection. James holds close relationships with his clients, helping them make informed and educated decisions through this ever changing financial environment.
In addition to advising, James has an extensive network of professional services he works with closely to provide his clients ease of business. Having clients in SA, VIC, NSW, QLD and WA, he provides advice to clients throughout Australia in both rural and city areas.
James is an Authorised Representative of Millennium3 Financial Services Pty Ltd.
Pamela has 23 years’ experience working in the accounting industry, having served in areas of practice management, finance and administration with firms including Mann Judd, PKF Business Advisors and BDO. She joined Platinum Strategies in 2014.
As Practice Manager, she provides operational management and leadership. Pamela’s knowledge, administration and support skills allow her to provide key support to the Managing Director and the firm and play a lead role in relationship events involving clients, the firm and its accounting partners.
Pamela was the 2017 State Winner of the Millennium3 Practice Manager of the Year award.
Lisa Smith Adv. Dip FS (FP), Dip BA
Client Relationship Coordinator
Lisa has an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Business Administration.
Lisa joined Platinum Strategies in 2009, having been involved in the financial services industry since 2002. She specialised in superannuation and personal risk insurance. Lisa’s extensive technical knowledge allows the firm to draw on this resource to better serve our clients.
In 2012, Lisa won Millennium3’s Professionalism Award for South Australia.
In 2014 Lisa was the State Finalist for the Millennium3 Risk Advisor of the Year award.
Anna De Silva Adv. Dip FS (FP)
Relationship Team Manager
Anna joined Platinum Strategies in 2000.
Anna has completed the Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning).
Anna plays a key role in the delivery of effective client service and her knowledge and extensive specialist administration skills, make her an integral part of the Platinum Strategies team.
Naomi Perrett Dip Fin Plan
Financial Planner and Paraplanner
Naomi has completed the Diploma of Financial Planning and a Cert 3 in Business Administration.
With 5 years’ experience in the industry, Naomi joined Platinum Strategies in 2019 to broaden her knowledge within the Financial Planning industry. Naomi specialises in Personal Insurance advice, and is passionate about delivering the best outcome for our clients, marrying their personal and financial goals.
Naomi is an Authorised Representative of Millennium3 Financial Services Pty Ltd.
In 2018, Naomi won a Life Insurance companies ‘Rising Star Award’
In 2018, Naomi was a finalist for the Millennium3 Client Services Award.
Platinum Strategies Board of Management
Chief Operating Officer – Millennium3
Darryl began his career in the general insurance industry in 1968. In 1982, he set up his own general insurance brokerage, Citycover Group. The group entered into the Life & Finance Services industry in 1985, building an agency with 90 advisors.
In 1999, the agency was merged into a new venture (with Protection and Superannuation) comprising 120 advisors to form Millennium3.
Head of Network Sales – ANZ Wealth
Cos Rullo has been involved in the financial services industry for over 30 years. He has held various positions, ranging from management of small boutique operations to large corporate entities.
In his previous role as National Practice Development Manager for Millennium3 Financial Services, Cos managed a team of development managers and support staff. He was also a director of Millennium3 Mortgage Platform and was instrumental in the development of Millennium3 Financial Services in its infancy.
Strategic Alliance Partner
CFP, CPA, B. Econ, Dip. FP, Dip. Mgmt
As a financial services professional running his own consultancy business Andrew has over 20 years’ experience specialising in helping financial advice businesses develop, grow, and stay at the forefront of the profession.
Andrew holds a Bachelor of Economics majoring in Accounting from Finders University, a Diploma in Financial Planning from Deakin University, and a Diploma of Management from Proteus Leadership. He is also a CFP (Certified Financial Planner) and CPA (Certified Practicing Accountant).