Financial Adviser · BALWYN, VIC

Joseph John Zanca

BALWYN, VIC

37 Years experience

Tax advice
authorised

ASIC Registered · ADV 000255868

Licensee

Count Financial Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Joseph John Zanca

Joseph John Zanca is a financial adviser based in Balwyn, Victoria, with 37 years of experience in the financial services industry since 1989. Joseph works at Count Financial, which is licensed through Count Financial Limited. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joseph's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Joseph is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) 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

Authorised to provide tax financial advice services

Qualifications and Training

1982

Bachelor of Business

Royal Melbourne Institute of Technology (RMIT)

1985

Chartered Accountant (CA)

Chartered Accountants Australian and New Zealand (CA ANZ)

1986

Certified Practising Accountant (CPA)

Australian Society of Accountants

1991

Certificate in Financial Markets

The Securities Institute of Australia

1993

8 Unit Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

1994

Certified Financial Planner (CFP)

Financial Planning Association of Australia (FPA)

2000

Financial Planning Specialist

Chartered Accountants Australian and New Zealand (CA ANZ)

2024

Introduction to SMSFs

Accurium Education

Registration History

Count Financial Limited

Aug 2024 - Present Current

SZEZJAY INVESTMENTS PTY. LTD.

Jan 2004 - Jul 2024 Ceased

Source: ASIC Financial Advisers Register