Financial Adviser · KENT TOWN, SA

Angelo Christopher Zerella

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001265996

Angelo Christopher Zerella is a financial adviser based in Kent Town, South Australia, with 8 years of experience in the financial services industry. Angelo is currently authorised under Psk Advisory Services Pty Ltd. Angelo 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 from University of South Australia. Angelo 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 Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Commerce
University of South Australia
2016
Diploma of Financial Planning
Kaplan Professional
2017
Margin Lending
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2022
MAI769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Mar 2025 - Present Current
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Jul 2022 - May 2025 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Jul 2018 - Feb 2019 Ceased
Government Debentures, Stocks or Bonds: Class of product only; Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register