Financial Adviser
· MOSMAN, NSW
Diana Gowdie
No disciplinary history on record with ASIC
MOSMAN,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006179
Diana Gowdie is a financial adviser based in Mosman, New South Wales, with 20 years of experience in the financial services industry since 2006. Diana is currently authorised under Minchin Moore Private Wealth. Diana holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Diana's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Diana is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Economics (Economics and Finance and Marketing)
The University of Sydney
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd (T/A Kaplan Professional)
2011
Certified Financial Planner
Financial Advice Association of Australia
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register