Financial Adviser
· BALWYN, VIC
Joseph John Zanca
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255868
Joseph John Zanca is a financial adviser based in Balwyn, Victoria, with 37 years of experience in the financial services industry. Joseph is currently authorised under Count Financial Limited. Joseph 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Joseph is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and 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
Authorised to provide tax financial advice services
Qualifications and Training
1982
Bachelor of Business
Royal Melbourne Institute of Technology (RMIT)
1985
Chartered Accountant (CA)
Chartered Accountants Australian and New Zealand (CA ANZ)
1986
Certified Practising Accountant (CPA)
Australian Society of Accountants
1991
Certificate in Financial Markets
The Securities Institute of Australia
1993
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
1994
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2000
Financial Planning Specialist
Chartered Accountants Australian and New Zealand (CA ANZ)
2024
Introduction to SMSFs
Accurium Education