Financial Adviser
· MELBOURNE, VIC
Anthony Zaita
No disciplinary history on record with ASIC
MELBOURNE,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004821
Anthony Zaita is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry since 2003. Anthony is currently authorised under Ahr Private Wealth. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Tier 1 Margin Lending
Other - Kaplan Professional
2021
FPE016 Self Managed Superannuation Funds
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
Source: ASIC Financial Advisers Register