Francesco Zappia – Financial Adviser
Adviser identifying number: 1237960
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: ADELAIDE WEALTH MANAGEMENT PTY LTD
Licence number: 495480
Licensee’s ABN:
Licence controlled by: Rocco ZAPPIA
The date the Financial Adviser commenced the appointment: 16/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADELAIDE WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 495480
Authorised Representative’s ABN:
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 Accounting – University of Adelaide
- Diploma of Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations:
Francesco Zappia 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