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Zain Rizvi
Private Wealth Adviser, Melbourne
Address: Level 7, 161 Collins Street, Melbourne VIC
Phone: 03 9649 2400
About Zain
Zain is a Private Wealth Adviser in the Melbourne office for Shadforth Financial Group.
Zain in his own words
I have always been fascinated by how smart financial decisions can shape one's future. Even from a young age, I found myself building my own share portfolio and learning as much as I could about investing. What started as a personal interest quickly grew into a passion for helping others achieve the same sense of confidence and financial security.
I genuinely enjoy getting to know people, hearing their stories, understanding what's important to them and helping them discover viable options and a planned path forward. The most rewarding part of this work is to see the trust and confidence of my clients as I build relationships with them.
I work with people at all stages of life. From those planning for or enjoying their retirement, to ambitious business owners building exciting ventures, and young families looking to grow wealth in tax-effective ways.
I believe Financial planning is about creating opportunities, reducing uncertainty and helping people build the future they want for themselves and the people they care about.
Education and experience
Zain holds the following qualifications:
- Member of Financial Advice Association Australia (FAAA)
- Certified Financial Planner®
- Bachelor of Finance and Accounting
- Advanced Diploma of Financial Planning
What my clients say
“Zain helped me structure my inheritance into a sustainable income plan. This helped me establish clarity, structure, and made me feel confident about my financial future. I feel at ease knowing my finances are taken care of.”
Lynne (client since 2025)
“Consulting with Zain has helped us build confidence around a clear path to retirement. We knew when we wanted to retire but needed guidance on mapping out a pathway to ensuring we generate a steady income when that happens. Zain made sure to align our investments with our values and that has been a genuine win for us.”
Sean and Julie (clients since 2024)
“As a busy couple, we didn’t want to be constantly managing or second guessing our financial decisions. Zain helped us set out a plan that would help us retire on our own terms. Our finances are structured to support our lifestyle, help our daughters, and be meaningful contributors to our community. Having an expert we trust has been a huge relief for us.”
Khurshed and Ana (clients since 2017)
Outside of work
Away from the office, Zain enjoys making memories with his young family. A trip to the park with his wife and children or a quiet evening at home is his ideal way to unwind. Zain is a (tragically) enthusiastic North Melbourne Football Club supporter and a Boston Celtics fan.