Frank Zonaras
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000252942
- Location
- Sydney NSW 2000
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 12 January 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Business, NSW Institute of Technology (1999); Graduate Diploma of Financial Planning, FINSIA Education (Kaplan Professional) (2006); Margin Lending & Geared Investments, Kaplan Professional (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Accredited Aged Care Professional, Aged Care Steps (2021)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Mortgage and Finance Association of Australia (MFAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Frank Zonaras
Frank Zonaras is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000252942).
The licensee Frank advises under is Personal Financial Services Ltd (AFS licence 234459). The current authorisation started on 12 January 2021.
The register records 2004 as the year Frank first provided financial advice. Qualifications and training on file include Bachelor of Business (NSW Institute of Technology, 1999), Graduate Diploma of Financial Planning (FINSIA Education (Kaplan Professional), 2006) and Margin Lending & Geared Investments (Kaplan Professional, 2010). Frank is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).
Frank is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Frank Zonaras a registered financial adviser?
Yes. Frank Zonaras is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000252942.
Which licensee does Frank Zonaras work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Frank Zonaras 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.