Rocco Zappia – Financial Adviser

Adviser identifying number: 1239707
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: THE ADVICE EXCHANGE PTY LTD
Licence number: 278937
Licensee’s ABN: 55107629194
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD

The date the Financial Adviser commenced the appointment: 29/02/2016
The date the Financial Adviser ceased the appointment: 16/06/2017
Name of the Authorised Representative: THE ADVICE EXCHANGE PTY LTD
Authorised Representative identifying number: 000278937
Authorised Representative’s ABN: 55107629194

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 Economics – University of Adelaide
• Bachelor of Economics – University of Adelaide
• Diploma of Financial Planning – FPA
• Diploma of Financial Planning – Financial Planning Association of Australia
• Margin Lending and Gearing – Kaplan
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

• SMSF Association
• SMSF Association

Rocco Zappia is authorised to provide advices on following products: