Financial Adviser · IPSWICH, QLD

Dianne Louise Charman

IPSWICH, QLD

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000342654

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Dianne Louise Charman

Dianne Louise Charman is a financial adviser based in Ipswich, Queensland, with 28 years of experience in the financial services industry since 1998. Dianne is currently authorised under Akumin Financial Planning. Dianne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dianne's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2010

Graduate Certificate in Financial Planning

University of the Sunshine Coast

2010

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2015

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2021

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Nov 2009 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register