TONY ZACCARDI


Licensee: BANKSIA PARTNERS PTY LTD

TONY ZACCARDI (Adviser# 000236700) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 22, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name TONY ZACCARDI
Adviser Number 000236700
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1999
Financial Service (AFS) Licence Licence# 000287080
BANKSIA PARTNERS PTY LTD
Licence ABN 92070192764
Adviser Start Date 2013-07-22
Appointing Representative Name BANKSIA PARTNERS PTY LTD
Appointing Representative Number 000287080
Appointing Representative ABN 92070192764
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • TONY ZACCARDI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Deakin University
Graduate Certificate of Wealth Management Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000287080 BANKSIA PARTNERS PTY LTD 2013-07-22 - BANKSIA PARTNERS PTY LTD
000244252 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2012-01-23 - 2013-07-19 TONY ZACCARDI
000280881 D F S ADVISORY SERVICES PTY. LTD.
Licence controlled by: GEORGE KRITHIS ~ PATRICIA CHAN ~ STEPHEN ROMIC
2004-12-16 - 2011-03-11 TONY ZACCARDI

Licensee Information

Licence Name BANKSIA PARTNERS PTY LTD
Licence Number 000287080
Licence ABN 92070192764

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID ALAN GOODWIN Banksia Partners Pty Ltd Current 2018-04-10
BURHAN SIA Banksia Partners Pty Ltd Ceased 2011-03-21
RAYMOND DOUGLAS PAGE Banksia Partners Pty Ltd Current 2005-05-19

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID ALAN GOODWIN Banksia Partners Pty Ltd Current 2018-04-10
BURHAN SIA Banksia Partners Pty Ltd Ceased 2011-03-21
RAYMOND DOUGLAS PAGE Banksia Partners Pty Ltd Current 2005-05-19

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.