Rocco Zappia
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001239707
- Location
- Adelaide SA 5000
- Licensee
- Adelaide Wealth Management (Aust) Pty Ltd (AFSL 513690)
- Authorised since
- 10 April 2019
- First provided advice
- 2005
- Qualifications
- Bachelor of Economics, University of Adelaide (2001); Diploma of Financial Planning, FPA (2003); Self Managed Superannuation Funds, Kaplan (2004); Margin Lending and Gearing, Kaplan (2011)
- Memberships
- SMSF Association
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Rocco Zappia
Rocco Zappia is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001239707.
Rocco provides advice as an authorised representative of Adelaide Wealth Management (Aust) Pty Ltd, which holds Australian financial services licence 513690. That authorisation dates from 10 April 2019.
The register records 2005 as the year Rocco first provided financial advice. The qualifications listed for Rocco include Bachelor of Economics (University of Adelaide, 2001), Diploma of Financial Planning (FPA, 2003) and Self Managed Superannuation Funds (Kaplan, 2004). Professional memberships recorded: SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Rocco Zappia a registered financial adviser?
Yes. Rocco Zappia is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001239707.
Which licensee does Rocco Zappia work under?
Adelaide Wealth Management (Aust) Pty Ltd, Australian financial services licence 513690.
What can Rocco Zappia 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; standard margin lending.