PHILIP SALVATORE ZAPPALA
Financial Adviser · Alstonville, NSW
📚 Qualifications & Training
1984 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland
1986 - Diploma in Accounting AISA - Diploma (AQF 5) - Australian Society of Accountants
1987 - Graduate Diploma in Investments (SIA) Applied Finance & Investments - Diploma (AQF 5) - Securities Institute of Australia
1991 - Certified Practicing Accountant - Professional Designations - CPA Australia
2001 - Certified Financial Planner - Professional Designations - Financial Planning Association
🏢 Professional Memberships
CPA Australia (CPA)
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.