Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTH BRISBANE, QLD

Desley Rae Zunker

20 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000279062

Desley Rae Zunker is a financial adviser based in South Brisbane, Queensland, with 20 years of experience in the financial services industry. Desley is currently authorised under Charter Financial Planning Limited. Desley 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

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

Registration History

Charter Financial Planning Limited
Jun 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Fortnum Private Wealth Ltd
Sep 2019 - May 2023 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Oct 2018 - Sep 2019 Ceased
Futuro Financial Services Pty Ltd
Sep 2017 - Sep 2018 Ceased
Charter Financial Planning Limited
Apr 2015 - Aug 2017 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
Nov 2013 - Apr 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Quill Group Financial Planners Pty Ltd
Sep 2006 - Aug 2013 Ceased

Source: ASIC Financial Advisers Register