DIANNA CAROL JACOBSEN — Financial Adviser #000336407

Registration Number

000336407

Registration Status

Registered

Location

Wodonga, VIC 3690

Providing Advice Since

2001

Registration Date

14/05/2019

Financial Services Licensee

CLIMB WEALTH PTY LTD

Licence #000409424

📚 Qualifications & Training

1993 - Bachelor of Business (Accounting) - - Charles Sturt University (CSU)

2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional

🏢 Professional Memberships

CPA Australia (CPA)

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.