Financial Adviser · DINGLEY VILLAGE, VIC

Dianne Whelan

DINGLEY VILLAGE, VIC

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000291644

Currently at

Joshjess

Bundall, QLD (firm address)

View firm profile

About Dianne Whelan

Dianne Whelan is a financial adviser based in Dingley Village, Victoria, with 28 years of experience in the financial services industry since 1998. Dianne is currently authorised under Alliance Wealth. 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 Diploma of Financial Planning (DFP 1 from - Securities Institute (Kaplan Professional). Dianne is a member of Fello Chartered Financial Practitioner (FChFP) of the Association of Financial Advisers and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2000

Diploma of Financial Planning (DFP 1

- Securities Institute (Kaplan Professional)

2004

Diploma of Financial Planning

Financial Planning Association

2005

Self Managed Superannuation Funds

Tribeca (Kaplan Professional)

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

Registration History

Alliance Wealth Pty Ltd

Apr 2020 - Present Current

Financial Wisdom Limited

Sep 2006 - Apr 2020 Ceased

Not authorised to provide personal advice on Securities, Standard Margin Lending

Source: ASIC Financial Advisers Register