FRANK ZONARAS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Business - - NSW Institute of Technology
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA Education (Kaplan Professional)
2010 - Margin Lending & Geared Investments - - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Mortgage and Finance Association of Australia (MFAA)
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.