JOSEPH JOHN ZANCA
Financial Adviser · Balwyn, VIC
📚 Qualifications & Training
1982 - Bachelor of Business - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT)
1985 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australian and New Zealand (CA ANZ)
1986 - Certified Practising Accountant (CPA) - Professional Designations - Australian Society of Accountants
1991 - Certificate in Financial Markets - Certificate (AQF 1-4) - The Securities Institute of Australia
1993 - 8 Unit Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
1994 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2000 - Financial Planning Specialist - Professional Designations - Chartered Accountants Australian and New Zealand (CA ANZ)
2024 - Introduction to SMSFs - Other - Accurium Education
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.