Roman is the best financial adviser I have worked with over the past 20 years. He is highly professional, extremely knowledgeable, completely trustworthy and provides sound and educated advice. I have used Roman for all my super needs, insurances, general tax advice and loans. His advice has always paid off with healthy returns and cost-effective options. I recommend Roman to everyone as I could not be happier. He is a safe pair of hands.
Chelsea
46 - 55 years, Melbourne, VIC
I had the pleasure of working with Roman Zemlinsky who exceeded all of my expectations. from the very first meeting, I felt comfortable and confident in Roman's expertise and guidance. most importantly his profound experiences in his field.
Roman took time to understand my financial and retirement goals and provided tailored advice to help me reach them. He was knowledgeable in a range of areas including investing, budgeting, and retirement planning, and always presented information in an easy-to-understand way.
One of the things I appreciated most about Roman was his transparent approach. He clearly communicated his fees and never pushed any products or services that were not in my best interests. Instead, Roman always had my financial well-being as his top priority.
Roman consistently went above and beyond to ensure that I was comfortable with every decision I made, he is always available to answer any questions I had and provided updates on my financial plan in a timely manner.
I highly recommend Roman Zemlinsky to anyone in need of financial/retirement advice. He is way professional, knowledgeable, and truly care about his clients. If you're looking for an adviser who will put your best interests first, look no further that Roman Zemlinsky.
I feel so lucky to have Roman as my adviser since we met!"
John
6 - 65 years, Balwyn, VICI have been a client of Roman's for many years and have been extremely satisfied with the quality of advice I have been provided, Roman is an absolute gentleman and always does more that what is expected. His follow ups are well timed and communications always well received. I have no hesitation recommending Roman to anyone seeking professional services advice.
Marty
46 - 55 years, St Kilda Road Melbourne, VICRoman has a very clear and calm way of explaining his advice and answering our questions. He is prompt in responding to our queries and extremely helpful when we are stuck or unsure of what to do. I feel that he also listens and endeavours to understand our individual wishes for our financial future. He has a very friendly and reassuring manner that enables us to feel very comfortable to ask anything. He follows up and follows through always. I would not hesitate to recommend.
Nada
46 - 55 years, Newhaven, VICRoman was recommended by another happy client of his - after engaging Roman, it was clear that he had extensive knowledge in the insurance area, setting up the products for my family quickly and with little hassle. I plan on further engaging Roman for wealth management, as it is clear he also has significant experience in this area. He is easy to talk to and always available to answer questions, no matter how silly. Highly recommend Roman and Summit Wealth Partners.
Jovan
under 35 years, Doncaster East, VICHaving had the runaround from previous advisers changing all the time, I am pleased that Roman is now managing my transition to retirement funds by advising on the best way for my superannuation to work for me without being high risk. He is up to date with the day to day super/pension requirements for the situation I am in and I am very happy with his advice. He is a friendly and easy person to deal with. I would recommend him to friends/family if I was asked.
Wendy
65+ years, Highett, VICWe find Roman very easy to talk to, takes the time to explain products and more. Over the last 2 years Roman has given us good positive advice, therefore we are very happy continuing with him. We have recommended him to friends, one being our daughter who found Roman like us, very knowledgeable, and extremely helpful.
Lee
65+ years, Bentleigh East, VICRoman's advice across a spectrum of areas has always been timely, appropriate and helpful. It is much appreciated.
Bernie
65+ years, Carlton North, VICWe have been clients of Roman’s for a number of years now. Roman has always been available to answer any questions we have and he provides all advice in a way we can understand! Roman offers support to us on a regular basis and he always provides us with follow up appointments to ensure we are on track with our finances. We find Roman always goes above and beyond with his services, he takes great care in getting to know our lifestyle, our needs and our families. The care he takes in the little details are what sets Roman apart from all others.
Tash
35 - 45 years, Sarsfield, VICRoman is the epitome of professionalism and customer service. His holistic knowledge and experience in all things finance and planning is second to none. From first meeting, through to ongoing discussion, and then Statement of Advice and product & service implementation, Roman’s communication was exemplary. He explains products and services in an easy to understand format, which allowed us to easily make our decisions. We couldn’t be happier with the outcome, and look forward to many more years of financial planning advice ahead. Thank you Roman!
Jamil
35 - 45 years, Pascoe Vale, VICRoman has helped us navigate the complex world of life insurances. He's provided my family with very clear explanations and options with regards to choosing the appropriate insurance product. Roman is knowledgeable, responsive and professional. I'm extremely happy with his work.
Cliff
35 - 45 years, Newport, VICRoman has assisted in giving both my partner and I advice on our insurances, relating to TPD, Trauma, Life cover and Income Protection. He has at all times been able to understand our personal circumstances, and articulate suggestions & solutions in a manner that we could easily understand. Roman's knowledge and experience, provided us both, with great confidence on the advice and solutions provided. He has been prompt and professional throughout our dealings. Thank you Roman!
Praneeth
under 35 years, Cranbourne West, VICRoman helped us review our insurance situation, specifically life, income and TPD insurance. His knowledge of these products was outstanding, and he was able to articulate our options in layman's terms so that we could understand each offering and how it applied to us. Roman's communication and overall attitude were fantastic, it was a pleasure working with him. I would highly recommend Roman to anyone seeking financial advice on insurance.
James
under 35 years, Glen Iris, VICI am very pleased with the service provided by Roman. I have a complicated medical background making it difficult for me to get life insurance but he made sure that I got a good deal with one of the providers. Very happy with his service.
Hemang
under 35 years, Hawthorn, VICRoman has been very helpful and prompt in answering our questions and concerns. He seeks additional information and clarification when the answer is not readily available, and sends a prompt reply. He is also friendly and approachable!
David
under 35 years, North Melbourne, VICRoman was always able to explain things to me in a clear way. I feel very confident that the advice given to me was right for my needs. I have always received Roman's full care and attention when I've needed it. Thanks Roman for all your advice. We appreciate it.
Heena
under 35 years, Craigieburn, VICRoman has given advice to myself and my wife on our growing family and personal insurances, making sure we understand what the benefits are of each policy and taking the time to explain any doubts. Very approachable person and encourages questions to ensure we are at ease with solutions provided. We have referred many of our family and friends to Roman due to the great experience and professional service level he provides. Roman has been our our Advisor for 6 years now and we are very happy with the service and regular follow up that keeps us up to date.
Nicklaus
35 - 45 years, Kew East, VICRoman has been looking after my wife and I for more than 3 years. My finances are in good shape and we are loving the peace of mind. Thanks for your ongoing support.
Sumit
35 - 45 years, Wollert, VICRoman has given me advice in areas including loan products, self managed super funds and managing debt. Roman was usually able to explain things to me in a clear way. Through Roman's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Roman's full care and attention when I needed it.
Alexander
46 - 55 years, Elsternwick, VICRoman has improved my Superannuation and Insurance position since transferring to his services a few years back. I have always found Roman clear, precise and extremely helpful to deal with. Look forward to continue dealing with Roman in the years to come. regards Glenn Bowden
Glenn
56 - 65 years, Melbourne, VICRoman has good knowledge of economics on the broad scale and can explain consequences of certain strategies, good ,bad and irrelevant.
Paul
65+ years, Coronet Bay, VICGives a full account of the economic forecast and suitable products for our personal requirements within our superannuation.
Graeme
56 - 65 years, Frankston South, VICI’ve always found Roman to be extremely knowledgeable and available for advice, I would have no hesitation to recommend him to friends and family.
Simon
56 - 65 years, Dromana, VICRoman, has always been very helpful and gives me all the advice we need in a way I can understand.
Karen
35 - 45 years, Dingley Village, VICI always find Roman explains everything in detail to ensure my understanding on how he invests my funds. Roman makes time to get to know me & my needs every time we meet.
Tony
56 - 65 years, Heatherton, VICRoman is genuine, clear and knowledgeable! An absolute pleasure to work with.
Grace
under 35 years, Albert Park, VICWe have been clients of Roman's for around two years, and have been extremely happy with his expertise, advice and ability to explain everything in an easy-to-understand nature. Roman is professional, considerate and sincere and we have the utmost-confidence and trust in his financial management and guidance. Not only is Roman an excellent financial adviser, he is a genuinely nice person; and we wouldn't hesitate to recommend his services to anyone.
Rochelle
35 - 45 years, Cape Woolamai, VICRoman is very approachable and very knowledgeable about market conditions. His expertise in financial affairs is exceptionable.
Gail
65+ years, Cheltenham, VICRoman has always been proactive, and responsive to specific needs. Detailed in his analysis and feedback. Feeling more comfortable about my current financial position as result of his advice and assistance.
Vanessa
46 - 55 years, MacLeod, VICRoman is diligent, knowledgeable and very ethical in giving advice that is thorough, easy to understand & relevant to me. He has helped me in my financial situations and is a very trustworthy adviser. I highly recommend him to anyone seeking financial advice.
Vaibhav
35 - 45 years, Ferntree Gully, VICWould highly recommend Roman to family & friends He is always willing to help you when you need advice Roman is excellent in what he does, polite & takes the time to explain things to you.
Teresa
56 - 65 years, Rowville, VICRoman has given me and wife advice in areas including superannuation, estate planning, income & insurance. Roman provided the right advice and set us up to have better structure for our future. He was able to share his knowledge and experience in a clear way, and I feel very confident that the advice given was right for my needs.
Kevin
under 35 years, Narre Warren South, VICRoman is a very professional in his field. My husband and I are feeling very confident and happy with his services.
Natalie
35 - 45 years, Springvale South, VICI first met Roman when he set up an office in the Waterman Business Center, which is also where I run my energy consulting business. I never thought I would be someone that would benefit from financial advice, however, after several conversations with Roman, he was able to articulate the value of advice and the importance of protecting what we've built. Roman took the time to discuss my personal/financial goals and was able to establish a plan, which would ensure that me and my family are protected and have a safe net in place. We've also always been concerned about having to pay a mortgage over a period of 30 years. Roman helped us review our cash flow and expenses, which has allowed us to make additional repayments on our home loan and will ensure that we are debt free in the next 10 years.
Rob
35 - 45 years, Chadstone, VIC