Financial Adviser
· MOUNT WAVERLEY, VIC
Diane Dai Jing Cui
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000437649
Diane Dai Jing Cui is a financial adviser based in Mount Waverley, Victoria, with 14 years of experience in the financial services industry since 2012. Diane is currently authorised under Adviser Services, operating through Rocket Wealth Management Services. Diane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Diane's qualifications include a Diploma of Financial Services (Financial Planning) from Investment Banking Institute (IBI).
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
2012
Diploma of Financial Services (Financial Planning)
Investment Banking Institute (IBI)
2019
Accredited Listed Product Adviser Program
Kaplan
2020
Aged Care Professional Program
Aged Care Steps
Registration History
WEALTH TRAIL PTY LTD
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised in SMSF
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SPECTRUM WEALTH ADVISERS PTY LTD
COMBINED INSURANCE COMPANY OF AMERICA
Source: ASIC Financial Advisers Register