Desley Zunker

Financial Adviser

ASIC adviser number:

000279062

Qualifications and 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

When adviser first provided advice:

2006

Membership of professional associations:

None

Disciplinary action by ASIC:

None

Location:

Level Suite 2A, 31 Merivale St
South Brisbane QLD 4101

AFS licence holder name:

Charter Financial Planning Limited

AFS licence number:

000234665

Licence controlled by:

Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».