(02) 8267 3344 info@condorwealth.com.au

About

Condor Wealth Solution
Condor Wealth Solution has over 60 years’ experience between its two Principals in the provision of Accounting, Taxation and Business Services to the Sydney CBD and Metropolitan area.

As a result of that experience, Condor Wealth Solution is in a unique position to provide advice and support in all areas of Financial Planning encompassing Wealth Management, Superannuation, Retirement Planning, Personal Insurances, Business Insurance, Self-managed Super Funds and Leasing and Lending. Our clients include business owners, high net worth individuals, retirees, small, medium and large enterprises.

Condor Wealth Solution is a Corporate Authorised Representative of Count Financial Ltd.  Australian Financial Services Licence No. 227232.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited

Our Mission

Our Mission is to help you achieve your financial goals through objective independent financial advice which will help build, manage and preserve your wealth to: RISE ABOVE THE REST
Condor Wealth Solution

Our Team

Our team is made up of both professional accountants and dedicated financial advisors who strive to provide you with

Kevin Houghton

ASIC Advisor No. 1251678

Kevin is an Authorised Representative of Count and an employee and partner of Condor Wealth Solution Pty Limited.

Kevin has over 8 years of experience in the financial advice industry and his qualifications include a Major of Economics and Financial Planning from the University of Wollongong as well as specialist accreditation to provide Self-Managed Superannuation Fund (SMSF) advice, Aged Care Advice, Defined Benefit Advice and Business Insurance Advice. He is also an AFP member of the Financial Planners Association.

Kevin is also authorised to provide advice is the following specialised areas: 

➢ Self-managed Superannuation Funds (SMSF)
➢ Business Insurance
➢ Defined Benefits
➢ Aged Care

Ben Zonaras

ASIC Advisor No. 1269203

Ben is an Authorised Representative of Count and an employee of Condor Wealth Solution Pty Limited and receives an annual salary plus a bonus.

Ben has over 2 years of experience in the financial advice industry. Ben has attained a Bachelor of Economics & Social Sciences with a Major in Economics and Accounting, and a Sub-Major in Business Management from the University of Sydney and holds a Diploma in Financial Planning.

He is also a member of the Institute of Chartered Accountants Australia & New Zealand, the Institute of Public Accountants and the Institute of Financial Accountants.

 

Frank Zonaras

ASIC Advisor No. 252942

Frank Zonaras is an Authorised Representative of Count Financial Limited, Director of Condor Wealth Solution, and Principal of Zonaras Consulting.

Frank has over 26 years of experience in the provision of accounting advice and over 12 years’ experience in the provision of financial planning advice. Frank attained a Bachelor of Business from the University of Technology Sydney, a Certified Practicing Accountant from CPA Australia and a Graduate Diploma of Financial Planning from FINSIA. He is a CPA, and an AMC – Accredited Mortgage Consultant of the Mortgage & Finance Association of Australia and is also a member of the Credit Ombudsman Service Limited.

Frank is also authorised to provide advice is the following specialised areas:

➢ Self-managed Superannuation Funds (SMSF)
➢ Margin Lending

With tax and regulation rules constantly changing you deserve peace of mind. To this end, Condor Wealth Solution Pty Limited is committed to actively attending professional education programs to keep abreast of all the changes in the Australian Taxation System. We strive to improve our knowledge and expertise to ensure we excel in, and provide, the very best accounting, taxation and financial services.

We offer a FREE Initial, No Obligation Consultation!

Contact us today for a no obligation and cost free, initial introduction to our financial planning services

This free introduction will not include specific financial planning advice or a Statement of Advice, but will help you decide whether the services we offer are right for your needs.*