Phil Zappala

Saracens Financial Consultants

4.75
1 Review
Gold
28 Yrs Experience
Alstonville, NSW 2477

Recent reviews

Saracens Financial Consultants

Suite 3, 94 Main Street
Alstonville, NSW 2477

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 1
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualifications
    • Certified Practicing Accountant (CPA)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Saracens Financial Consultants

AFSL 244521

4.75
1 Review
5
4
3
2
1
5.00
Clear communication
4.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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4.75

"Phil was able to help with our financial needs and provided informed advice which we were able to understand. Whilst we are not a big client we found the service and advice affordable and comprehensive for the cost"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
1984

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1991

Applied Finance and Investment

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1987

Diploma of Accounting

Level
5 - Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ)
Completed
1986

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
AFP

Financial Planning Association of Australia (FPA)

Membership type
AFP
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