Rocco Zappia Financial Planner Report

Name:
Rocco Zappia

Rep Number:
001239707

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2017-06-16 onwards

Licensee
Name:

Number:
000495480

Controlled By:

Appointed By
Name:
Adelaide Wealth Management Pty Ltd

Licence Number:
000495480

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 Economics
FPA
Diploma of Financial Planning
Financial Planning Association of Australia
Diploma of Financial Planning
Kaplan
Margin Lending and Gearing
Kaplan
Self Managed Superannuation Funds

Memberships
SMSF Association