DESLEY RAE ZUNKER

Financial Adviser · Milton, QLD

Registered

Registration Number

000279062

Registration Status

Registered

Location

Milton, QLD 4064

Providing Advice Since

2006

Registration Date

16/09/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2009 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2011 - Margin Lending - Other - Pinnacle Financial Services Academy Pty Ltd
2014 - SMSF Course - Other - University of Adelaide
2015 - SMSF Specialist Advisor Program - Other - SMSF Association
2017 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2019 - Accredited Aged Care Professional - Other - Aged Care Steps
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.