Financial Adviser · SYDNEY, NSW

Alberto Diez

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000337321
Currently at
Southport, QLD

Alberto Diez is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry since 2010. Alberto is currently authorised under Focused Financial Advice, operating through Strategix Wealth. Alberto holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alberto's qualifications include a Bachelor of Business Administration with major studies in International Business from Western Sydney University. Alberto is a member of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Business Administration with major studies in International Business
Western Sydney University
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2024
Tax for Financial Advising
Kaplan Education Pty Ltd

Registration History

Jul 2025 - Present Current
Sep 2024 - Feb 2025 Ceased
Feb 2022 - Jul 2024 Ceased
Sep 2019 - Feb 2022 Ceased
Sep 2017 - Jul 2019 Ceased
Jun 2016 - Oct 2017 Ceased
GWM ADVISER SERVICES PTY LTD
Feb 2015 - Jun 2016 Ceased
AIW DEALER SERVICES PTY LTD
May 2012 - Feb 2015 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Mar 2010 - May 2012 Ceased

Source: ASIC Financial Advisers Register