ANGELO CHRISTOPHER ZERELLA

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

001265996

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2018

Registration Date

01/07/2022

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

šŸ“š Qualifications & Training

2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Margin Lending - Other - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)

ā„¹ļø 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.