Heather Zampatti

cewaustralia

Heather Zampatti
CEW Member

LotteryWest
Chair

Heather Zampatti

Chair to LotteryWest, and Head of Wealth Management - Australia, Bell Potter Securities

Heather has over 20 years experience in investment advising, providing investors with professional portfolio management. Heather’s widely acknowledged expertise in stockbroking and financial investment planning and attention to individual client needs and circumstances explain her success in providing a complete wealth management package. That combination of experience and expertise enables her to manage investment portfolios and self-managed superannuation funds for retirees, high net worth individuals and foundations.

Heather is a graduate of the University of Western Australia (UWA) with a Bachelor of Science (BSc) and Diploma of Education (Dip Ed), both from UWA. She is a Certified Financial Planner (CFP).

As Head of Wealth Management, Australia, for Bell Potter Securities, Heather combines her strengths as an adviser with a leadership role to help Bell Potter achieve its goal of establishing itself as the nation’s most respected provider of wealth management advice and service.

Heather is on the board of WA Ballet, Osteoporosis Australia and The Hunger Project (Australia). Heather is on the University of Western Australia (UWA) Strategic Resources Committee and Board of Advisers for the UWA University Club. Heather is also a member of The Takeovers Panel.

She lectures for the Australian Stock Exchange and FINSIA and gives many public seminars.

Your name: *
Your phone: *
Your e-mail: *
Contact Preference:
Title of Message: *
Text: *
Please, Enter the Code