Zachary Sorensen
Financial Adviser
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About
Zachary Sorensen is an ASIC-registered financial adviser based in Cairns, Queensland, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid foundation built upon a Diploma of Financial Planning from the FPA (2004), a Certificate IV in Financial Services (Finance/Mortgage Broking) from the MFAA (2009), and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2022), Zachary possesses a wealth of knowledge and experience to guide you through the complexities of the financial landscape. Zachary is authorised to provide advice on a broad range of financial products, ensuring holistic solutions that address your unique circumstances. His expertise covers superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is also equipped to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice to optimise your retirement savings • Comprehensive insurance planning to protect your assets and loved ones • Wealth management strategies to grow your investments • Retirement planning to ensure a comfortable future Zachary is dedicated to building long-term relationships with his clients, providing ongoing support and guidance as their needs evolve. Contact Zachary today to schedule a consultation and take the first step towards securing your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Zachary Sorensen offer?
Zachary Sorensen provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What qualifications does Zachary Sorensen have?
Zachary holds a Diploma of Financial Planning from the FPA (2004), a Certificate IV in Financial Services (Finance/Mortgage Broking) from the MFAA (2009), and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2022).
What is Zachary Sorensen's approach to financial planning?
Zachary is committed to providing tailored and comprehensive advice, building long-term relationships with clients, and offering ongoing support as their needs evolve.
How can Zachary Sorensen help me with my retirement planning?
Zachary can help you optimise your superannuation, develop retirement savings strategies, and plan for a comfortable financial future.
What should I expect during my first meeting with Zachary Sorensen?
During your first meeting, Zachary will discuss your financial goals, assess your current situation, and explain how he can help you achieve your objectives. This is a great opportunity to ask questions and determine if Zachary is the right fit for your needs.
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