Financial Adviser
· ADELAIDE, SA
Francesco Zappia
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237960
Francesco Zappia is a financial adviser based in Adelaide, South Australia, with 11 years of experience in the financial services industry. Francesco is currently authorised under Adelaide Wealth Management (Aust) Pty Ltd. Francesco 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 Commerce (Accounting) from University of Adelaide.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce (Accounting)
University of Adelaide
2015
Diploma of Financial Planning
Kaplan
2025
Client Engagement Skills
Behavioural Finance - Kaplan
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
This Authorisation Excludes Advice On:Self Managed Superannuation Funds (SMSF)Margin LendingCredit services (as related to financial planning)Managed Discretionary Accounts (MDA)Securities
Source: ASIC Financial Advisers Register