Desley Rae Zunker
CHARTER FINANCIAL PLANNING LIMITED · South Brisbane QLD 4101 · Advising since 2006
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000279062
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665Since 20 June 2023
- Principal business address
- South Brisbane QLD 4101
- First year providing advice
- 2006
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Derivatives
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJun 2023 – presentCHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDSep 2019 – May 2023FORTNUM PRIVATE WEALTH LTD · AFSL 357306
- CEASEDOct 2018 – Sep 2019SECURITOR FINANCIAL GROUP PTY LIMITED · AFSL 240687Through authorised representative STATEWIDE WEALTH PTY LTD (no. 000464801)
- CEASEDSep 2017 – Sep 2018FUTURO FINANCIAL SERVICES PTY LTD · AFSL 238478
- CEASEDApr 2015 – Aug 2017CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDNov 2013 – Apr 2015GENESYS WEALTH ADVISERS PTY LIMITED · AFSL 232686
- CEASEDSep 2006 – Aug 2013QUILL GROUP FINANCIAL PLANNERS PTY LTD · AFSL 300810
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2022 · Graduate Diploma (AQF 8)
Accredited Aged Care Professional
Aged Care Steps · 2019 · Other
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited · 2017 · Other
SMSF Specialist Advisor Program
SMSF Association · 2015 · Other
SMSF Course
University of Adelaide · 2014 · Other
Margin Lending
Pinnacle Financial Services Academy Pty Ltd · 2011 · Other
Certified Financial Planner
Financial Planning Association of Australia (FPA) · 2009 · Professional Designations
Advanced Diploma of Financial Services (Financial Planning)
Tribeca · 2006 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Tribeca · 2006 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Desley Rae Zunker claims the profile.
Reviews
Not yet reviewed
No client has reviewed Desley Rae Zunker on Souffle yet.
Contacting Desley Rae Zunker
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Desley Rae Zunker claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.