Rita Zappulla Financial Planner Report

Name:
Rita Maria Zappulla

Rep Number:
000270575

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2016-02-26 onwards

Licensee
Name:

Number:
000243313

ABN:
33 007 207 650

Appointed By
Name:
Synchronised Business Services Pty Ltd

Licence Number:
000243313

ABN:
33 007 207 650

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
Superannuation

Qualifications
University of Queensland
Bachelor of Commerce
The Institute of Chartered Accountants in Australia
CA SMSF Specialist
FPA
Certified Financial Planner
Integrity Education Group
Diploma of Financial Planning

Memberships
AEPS- Accredited Estate Planning Specialist
CFP - Certified Financial Planner (FPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)