Adrian Zoppa Financial Planner Report

Name:
Adrian Zoppa

Rep Number:
000239866

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2008-06-09 onwards

Location:
Adelaide, , SA, 0

Licensee
Name:

Number:
000220897

ABN:
40 081 455 165

Appointed By
Name:
Hood Sweeney Securities Pty Ltd

Licence Number:
000220897

ABN:
40 081 455 165

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Adelaide
Bachelor of Commerce (Accounting)
Flinders University
Bachelor of Commerce (Honours) (First Class)
University of Adelaide
Bachelor of Finance
Financial Planning Association of Australia
CFP Certification Program
Securities Institute of Australia
Graduate Diploma in Financial Planning

Memberships
Australian Institute of Company Directors (AICD)
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australia (FINSIA)