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