Zachary Sorensen
Financial Adviser in Cairns, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000299841
- Location
- Cairns QLD 4870
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 July 2008
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004); Certificate IV Financial Services (Finance/Mortgage Broking), Mortgage & Finance Association of Australia (MFAA) (2009); 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 Zachary Sorensen
Zachary Sorensen is a financial adviser in Cairns, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000299841.
Zachary provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 1 July 2008.
The register records 2002 as the year Zachary first provided financial advice. The qualifications listed for Zachary include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004), Certificate IV Financial Services (Finance/Mortgage Broking) (Mortgage & Finance Association of Australia (MFAA), 2009) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2022).
Zachary is authorised to advise 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 Zachary Sorensen a registered financial adviser?
Yes. Zachary Sorensen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000299841.
Which licensee does Zachary Sorensen work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Zachary Sorensen 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."