DIANA BOUNASSIF
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
2003 - Bachelor of Commerce (E-Business & Finance) - Bachelor Degree (AQF 7) - Western Sydney University
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2018 - DFP5v4 Tax for Financial Advising - Other - Kaplan Education Pty Ltd
2018 - Estate Planning - Other - Kaplan Education Pty Ltd
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.