Desley Rae Zunker
Financial Adviser in South Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279062
- Location
- South Brisbane QLD 4101
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 20 June 2023
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Diploma of Financial Services (Financial Planning), Tribeca (2006); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2009); Margin Lending, Pinnacle Financial Services Academy Pty Ltd (2011); SMSF Course, University of Adelaide (2014); SMSF Specialist Advisor Program, SMSF Association (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2017); Accredited Aged Care Professional, Aged Care Steps (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Desley Rae Zunker
On the Financial Advisers Register kept by ASIC, Desley Rae Zunker appears as a current financial adviser in South Brisbane, Queensland, adviser number 000279062.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 20 June 2023.
The register records 2006 as the year Desley first provided financial advice. The qualifications listed for Desley include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2009).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Desley Rae Zunker a registered financial adviser?
Yes. Desley Rae Zunker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279062.
Which licensee does Desley Rae Zunker work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Desley Rae Zunker give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."