ROCCO ZAPPIA (Adviser# 001239707) 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 June 16, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ROCCO ZAPPIA |
| Adviser Number | 001239707 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000495480 ADELAIDE WEALTH MANAGEMENT PTY LTD |
| Licence Controlled By | Rocco ZAPPIA |
| Adviser Start Date | 2017-06-16 |
| Appointing Representative Name | ADELAIDE WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000495480 |
| Memberships |
SMSF Association SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| 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 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000495480 |
ADELAIDE WEALTH MANAGEMENT PTY LTD
Licence controlled by: Rocco ZAPPIA |
2017-06-16 - | ADELAIDE WEALTH MANAGEMENT PTY LTD |
| 000278937 |
THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD Further restrictions: Excludes Credit as it relates to Financial Planning |
2016-02-29 - 2017-06-16 | THE ADVICE EXCHANGE PTY LTD |
| 000237504 |
MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED |
2003-01-01 - 2016-01-29 |
| Licence Name | ADELAIDE WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000495480 |
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| 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.