Philip Salvatore Zappala – Financial Adviser

Adviser identifying number: 333337
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: SARACENS PTY LTD
Licence number: 244521
Licensee’s ABN: 66010700928
Licence controlled by: Philip Salvatore Zappala

The date the Financial Adviser commenced the appointment: 16/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SARACENS PTY LTD
Authorised Representative identifying number: 244521
Authorised Representative’s ABN: 66010700928

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 – University of QLD
  • CPA – Certified Practicing Accountants
  • Diploma In Financial Planning – Financial Planning Association
  • Diploma in Accounting AISA – Australian Society of Accountants
  • Diploma in SIA – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)

Philip Salvatore Zappala is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Life Risk Insurance Products
  • Retirement Savings Account Products
  • Securities
  • Superannuation