DIRK WERNER

Financial Adviser Β· Mornington, VIC

Registered

Registration Number

000245308

Registration Status

Registered

Location

Mornington, VIC 3931

Providing Advice Since

2001

Registration Date

06/05/2015

Financial Services Licensee

LONSDALE FINANCIAL GROUP PTY LTD

Licence #000246934

πŸ“š Qualifications & Training

2004 - Certified Financial Planner - Professional Designations - FPA
2009 - Masters of Financial Planning - Masters Degree (AQF 9) - RMIT
2011 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

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.