Adrian Zoppa – Financial Adviser
Adviser identifying number: 239866
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: HOOD SWEENEY SECURITIES PTY LTD
Licence number: 220897
Licensee’s ABN: 40081455165
Licence controlled by:
The date the Financial Adviser commenced the appointment: 09/06/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HOOD SWEENEY SECURITIES PTY LTD
Authorised Representative identifying number: 220897
Authorised Representative’s ABN: 40081455165
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce (Accounting) – University of Adelaide
- Bachelor of Commerce (Honours) (First Class) – Flinders University
- Bachelor of Finance – University of Adelaide
- CFP Certification Program – Financial Planning Association of Australia
- Graduate Diploma in Financial Planning – Securities Institute of Australia
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Company Directors (AICD)
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australia (FINSIA)
Adrian Zoppa is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility