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