Frank Zonaras
Financial Adviser
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About
Frank Zonaras is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals. With a Bachelor of Business from NSW Institute of Technology (1999) and a Graduate Diploma of Financial Planning from FINSIA Education (Kaplan Professional) (2006), Frank possesses a strong educational foundation. He has also completed specialist training, including Margin Lending & Geared Investments and Ethics and Professionalism in Financial Advice through Kaplan Professional, and is an Accredited Aged Care Professional through Aged Care Steps. Frank is a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the Mortgage and Finance Association of Australia (MFAA), demonstrating his commitment to upholding the highest professional standards. Frank is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management strategies • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require advice on insurance or superannuation, Frank can provide tailored solutions to meet your individual needs. Contact Frank today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Frank Zonaras offer?
Frank Zonaras offers a range of services, including superannuation advice, retirement planning, insurance solutions, wealth management strategies, and investment advice. He can help you with all aspects of your financial planning needs.
What qualifications does Frank Zonaras have?
Frank holds a Bachelor of Business from NSW Institute of Technology, a Graduate Diploma of Financial Planning from FINSIA Education (Kaplan Professional), and has completed specialist training in areas such as margin lending, geared investments, ethics, and aged care.
What can I expect during my first consultation with Frank?
During your first consultation, Frank will take the time to understand your financial situation, goals, and priorities. He will then provide you with an overview of how he can help you achieve your objectives and outline the next steps in the financial planning process.
Is Frank a fiduciary?
As an ASIC-registered financial advisor, Frank is committed to acting in your best interests at all times. He adheres to the highest ethical standards and provides advice that is tailored to your individual needs and circumstances.
How does Frank Zonaras stay up-to-date with the latest financial regulations and industry trends?
Frank is a member of several professional organizations, including CPA Australia, the Financial Advice Association of Australia, and the Mortgage and Finance Association of Australia. He also participates in ongoing professional development activities to ensure he remains current with the latest regulations and trends.
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