DIANA WATKINS-BAKER

Financial Adviser Β· Glen Iris, VIC

Registered

Registration Number

001004924

Registration Status

Registered

Location

Glen Iris, VIC 3146

Providing Advice Since

1998

Registration Date

19/02/2018

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

πŸ“š Qualifications & Training

2003 - Diploma of Financial Planning - - Deakin University
2004 - Certificate in Self Managed Super Funds - - Tribeca
2008 - Certified Financial Planner - - FPA
2009 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - TMA
2010 - Certificate in Margin Lending & Geared Investments - - 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.