Financial Adviser · MELBOURNE, VIC

Robert Anthony Zappulla

MELBOURNE, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001263723
Currently at
Sydney, NSW (firm address)

Robert Anthony Zappulla is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Robert is currently authorised under Premium Advisory. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Bachelor of Business (Applied Economics) from Victoria University. Robert is a member of Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Business (Applied Economics)
Victoria University
2000
Graduate Diploma of Finance and Investments
Securities Institute of Australia
2018
Advanced Diploma of Financial Planning
Mentor Education
2018
Diploma of Financial Planning
Mentor Education
2019
Self-Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2025
BAO7005 Professionalism and Ethics
Ethics - Victoria University

Registration History

May 2022 - Present Current
Mar 2020 - May 2022 Ceased
Jul 2018 - Mar 2020 Ceased
Authorised for SMSF
DOVER FINANCIAL ADVISERS PTY LTD
May 2018 - Jun 2018 Ceased

Source: ASIC Financial Advisers Register