Financial Adviser · SOUTHPORT, QLD

Severiano Giancarlo Zatta

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001259315

Severiano Giancarlo Zatta is a financial adviser based in Southport, Queensland, with 9 years of experience in the financial services industry. Severiano is currently authorised under Oakview Financial Pty Ltd. Severiano holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from Griffith University. Severiano is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of Business
Griffith University
2017
Diploma in Financial Planning
Monarch Institute
2021
Exam Standard
FASEA
2022
Graduate Diploma of Financial Planning
Griffith University

Registration History

May 2019 - Present Current
Mar 2019 - May 2019 Ceased
SMART SOLUTIONS GROUP (AUST) PTY LTD
Apr 2018 - Mar 2019 Ceased
Oct 2017 - Apr 2018 Ceased
Advice on Superannuation excludes SMSF, Advice on Gearing excludes Margin lending

Source: ASIC Financial Advisers Register