Financial Adviser
· ADELAIDE, SA
Rocco Zappia
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239707
Rocco Zappia is a financial adviser based in Adelaide, South Australia, with 21 years of experience in the financial services industry. Rocco is currently authorised under Adelaide Wealth Management (Aust) Pty Ltd. Rocco 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 Economics from University of Adelaide. Rocco is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Economics
University of Adelaide
2003
Diploma of Financial Planning
FPA
2004
Self Managed Superannuation Funds
Kaplan
2011
Margin Lending and Gearing
Kaplan
Registration History
Excludes Credit as it relates to Financial Planning
Source: ASIC Financial Advisers Register