Financial Adviser · BROADBEACH, QLD

Sonia Zaccaria

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001261444

Sonia Zaccaria is a financial adviser based in Broadbeach, Queensland, with 8 years of experience in the financial services industry. Sonia is currently authorised under Macquarie Bank Limited. Sonia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration from Bond University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2016
Master of Business Administration
Bond University
2017
Master of Finance
Bond University
2025
Graduate Diploma of Financial Planning.
Kaplan Higher Education Pty Limited

Registration History

Sep 2025 - Present Current
Jul 2021 - Sep 2024 Ceased
Jan 2018 - Apr 2020 Ceased
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Source: ASIC Financial Advisers Register