Joseph John Zanca
Financial Adviser in Balwyn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255868
- Location
- Balwyn VIC 3103
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 1 August 2024
- First provided advice
- 1989
- Qualifications
- Bachelor of Business, Royal Melbourne Institute of Technology (RMIT) (1982); Chartered Accountant (CA), Chartered Accountants Australian and New Zealand (CA ANZ) (1985); Certified Practising Accountant (CPA), Australian Society of Accountants (1986); Certificate in Financial Markets, The Securities Institute of Australia (1991); 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1993); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (1994); Financial Planning Specialist, Chartered Accountants Australian and New Zealand (CA ANZ) (2000); Introduction to SMSFs, Accurium Education (2024)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Joseph John Zanca
Joseph John Zanca is a financial adviser in Balwyn, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000255868.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 1 August 2024.
The register records 1989 as the year Joseph first provided financial advice. Qualifications and training on file include Bachelor of Business (Royal Melbourne Institute of Technology (RMIT), 1982), Chartered Accountant (CA) (Chartered Accountants Australian and New Zealand (CA ANZ), 1985) and Certified Practising Accountant (CPA) (Australian Society of Accountants, 1986). Joseph is recorded as a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Joseph is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joseph John Zanca a registered financial adviser?
Yes. Joseph John Zanca is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255868.
Which licensee does Joseph John Zanca work under?
Count Financial Limited, Australian financial services licence 227232.
What can Joseph John Zanca give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.