Philip Zappala
Financial Adviser
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About
Philip Zappala is an ASIC-registered financial adviser dedicated to providing tailored financial solutions to individuals and families in Alstonville, NSW, and throughout Australia. With a career spanning several decades, Philip holds a Bachelor of Commerce from the University of Queensland (1984), a Diploma in Accounting AISA from the Australian Society of Accountants (1986), and a Graduate Diploma in Investments (SIA) Applied Finance & Investments from the Securities Institute of Australia (1987). He is also a Certified Practicing Accountant (CPA) with CPA Australia since 1991 and a Certified Financial Planner with the Financial Advice Association of Australia (FAAA) since 2001. Philip is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, life risk insurance, and securities. He also provides advice on retirement savings accounts and government debt securities. Philip's key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice With his extensive experience and commitment to ongoing professional development, Philip is well-equipped to help you achieve your financial goals. Contact Philip Zappala today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Philip Zappala offer?
Philip Zappala offers advice on a broad range of financial products, including superannuation, retirement planning, wealth management, insurance, life risk insurance, and securities. He can also provide advice on retirement savings accounts and government debt securities.
What are Philip Zappala's qualifications?
Philip holds a Bachelor of Commerce, a Diploma in Accounting, a Graduate Diploma in Investments, and is a Certified Practicing Accountant (CPA) and a Certified Financial Planner (CFP).
What is the process for becoming a client of Philip Zappala?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, Philip will develop a personalized financial plan tailored to your specific needs. He will then work with you to implement the plan and provide ongoing support.
What professional associations does Philip Zappala belong to?
Philip is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA).
What can I expect when working with Philip Zappala?
You can expect a professional and personalized approach to financial planning. Philip will take the time to understand your unique circumstances and develop a strategy that is tailored to your specific goals. He will also provide ongoing support and guidance to help you stay on track.
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