DIANA RAMIREZ MARTINEZ
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - Bachelor Degree of Business - - San Buenaventura University
2003 - Studies of Accounting and international finance - - ICESI
2010 - Diploma of Financial Services - - ThreeSixty
2021 - Advance Diploma in Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.