Joe Zerella Financial Planner Report

Name:
Joe Zerella

Rep Number:
000250800

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2010-07-08 onwards

Location:
Norwood, , SA, 0

Licensee
Name:

Number:
000236523

ABN:
47 097 797 049

Controlled By:

Appointed By
Name:
Infocus Securities Australia Pty Ltd

Licence Number:
000236523

ABN:
47 097 797 049

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The Flinders University of South Australia
Bachelor of Commerce
Kaplan
Diploma of Financial Services
University of Adelaide
SuperConcepts & ICFS Specialist SMSF Course