DIANNE WHELAN
Financial Adviser · Dingley Village, VIC
📚 Qualifications & Training
2000 - Diploma of Financial Planning (DFP 1 - 4) - - Securities Institute (Kaplan Professional)
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association
2005 - Self Managed Superannuation Funds - - Tribeca (Kaplan Professional)
2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
🏢 Professional Memberships
Fello Chartered Financial Practitioner (FChFP) of the Association of Financial Advisers
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.