ADRIAN ZOPPA
Financial Adviser · Dulwich, SA
📚 Qualifications & Training
1999 - Bachelor of Commerce (Accounting) - - University of Adelaide
2000 - Bachelor of Finance - - University of Adelaide
2002 - Honours Degree of Bachelor of Commerce - Bachelor Honours Degree (AQF 8) - Flinders University
2004 - Self Managed Super Funds - Other - Tribeca Learning
2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2006 - CFP Certification Program - - Financial Planning Association of Australia
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
Chartered Institute for Securities & Investment (CISI)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.