Financial Adviser
· WEST PERTH, WA
Stefano Zagami
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246221
Stefano Zagami is a financial adviser based in West Perth, Western Australia, with 23 years of experience in the financial services industry since 2003. Stefano is currently authorised under Vwm Financial Services, operating through The Trustee For Vantage Wealth Management Unit Trust. Stefano holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stefano's qualifications include a Diploma of Financial Services from Kaplan Higher Education Pty Ltd. Stefano is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services
Kaplan Higher Education Pty Ltd
2006
SMSF Specialist Advisor
Self Managed Super Fund Association
2007
Professional Certificate in Self-Managed Superannuation Funds (PCertSMSF)
University of Adelaide
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education