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About Us

Meet Joe Zerella
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Joe Zerella, Managing Director of Zerella Financial, is passionate about giving his clients peace of mind and financial protection.

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Joe entered financial services after completing a Bachelor of Commerce at Flinders University, quickly developing a deep appreciation for the role life insurance plays as the foundation of any robust financial plan. Joe  has built his practice around a simple belief: when clients face a health crisis, their financial security should never be part of the trauma.

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Joe works with clients across the country, educating and empowering people to make the right decision for themselves, their families and their businesses. He believes that exceptional client service is the key to creating and maintaining lasting client relationships. His passion is evident with clients often commenting on his personal approach and attention to detail.

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When Joe isn’t providing insurance solutions, he assists his brother in the family wine business, Zerella Wines, represents the Eastern Demons in the  AFL Masters, cheers on his beloved Adelaide Crows Football Club and heads out fishing – all activities which are experienced and shared with treasured family and friends.

Partnerships & Associations

Zerella Financial works closely with a range of professionals who specialise in their fields, including accountants, mortgage brokers, general insurance brokers and financial planners. Joe is well placed to connect his clients with qualified experts who are able to manage all aspects of their financial life.

 

If you are looking to refer your clients to a specialist in life and income protection insurance or business succession planning please also reach out and we can discuss how best we can help.

Zerella Financial operates under the progressive financial services dealer group LifePlan FP.

Authorised Representative (AR# 250800) of LifePlan FP Australia Pty Ltd

AFSL number: 277681

Trading as Zerella Financial ABN: 69 132 021 937

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