Heather Zampatti Financial Planner Report

Name:
Heather Jean Zampatti

Rep Number:
001002401

Status:
Current

First Advice:
1985

Disciplinary action:
No action

Most Recent Role:
2004-03-11 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

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

Qualifications
ASX
ASX Accredited Derivatives Adviser Level 1
Financial Planning Association (FPA)
Diploma of Financial Planning
Kaplan Education Pty Ltd
Margin Lending and Geared Investments
Securities Institute Education
PS146 Compliance Program

Memberships
Certified Financial Planner (CFP)
Stockbrokers Association of Australia