Financial Adviser · DULWICH, SA

Adrian Zoppa

DULWICH, SA

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239866

Currently at

Hood Sweeney Securities

Dulwich, SA (firm address)

View firm profile

Adrian Zoppa is a financial adviser based in Dulwich, South Australia, with 24 years of experience in the financial services industry since 2002. Adrian is currently authorised under Hood Sweeney Securities. Adrian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adrian's qualifications include a CFP Certification Program from Financial Planning Association of Australia. Adrian is a member of Australian Institute of Company Directors (AICD), Chartered Institute for Securities & Investment (CISI) and Financial Advice Association of Australia (FAAA).

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

1999

Bachelor of Commerce (Accounting)

University of Adelaide

2000

Bachelor of Finance

University of Adelaide

2002

Honours Degree of Bachelor of Commerce

Flinders University

2004

Self Managed Super Funds

Tribeca Learning

2005

Graduate Diploma of Financial Planning

Securities Institute of Australia

2006

CFP Certification Program

Financial Planning Association of Australia

2011

Margin Lending and Geared Investments

Kaplan Professional

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Hood Sweeney Securities Pty Ltd

Jun 2008 - Present Current

Source: ASIC Financial Advisers Register