SHIREEN ROSEMARIE DIEZ

Financial Adviser ยท Launceston, TAS

Registered

Registration Number

001237217

Registration Status

Registered

Location

Launceston, TAS 7250

Providing Advice Since

2008

Registration Date

15/02/2016

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2013 - Bachelor of Commerce (Finance, Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.