Heather Jean Zampatti – Financial Adviser

Adviser identifying number: 1002401
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: BELL POTTER SECURITIES LIMITED
Licence number: 243480
Licensee’s ABN: 25006390772
Licence controlled by: BELL FINANCIAL GROUP LIMITED

The date the Financial Adviser commenced the appointment: 11/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BELL POTTER SECURITIES LIMITED
Authorised Representative identifying number: 243480
Authorised Representative’s ABN: 25006390772

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:

• ASX Accredited Derivatives Adviser Level 1 – ASX
• Diploma of Financial Planning – Financial Planning Association (FPA)
• Margin Lending and Geared Investments – Kaplan Education Pty Ltd
• PS146 Compliance Program – Securities Institute Education

Relevant memberships of professional bodies or industry associations:

• Certified Financial Planner (CFP)
• Stockbrokers Association of Australia

Heather Jean Zampatti is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility