Financial Adviser · FAIRY MEADOW, NSW

Dianne Chalk

FAIRY MEADOW, NSW

39 Years experience

Tax advice
authorised

ASIC Registered · ADV 000247568

Currently at

Fiducian Financial Services

Sydney, NSW (firm address)

View firm profile

Dianne Chalk is a financial adviser based in Fairy Meadow, New South Wales, with 39 years of experience in the financial services industry since 1987. Dianne is currently authorised under Fiducian Financial Services. Dianne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dianne's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Dianne is a member of Accredited Aged Care Professional and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self Managed Super Funds and Margin Lending.

Authorised to provide tax financial advice services

Qualifications and Training

1992

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2014

Accredited Aged Care Professional

Aged Care Steps

Registration History

Fiducian Financial Services Pty Ltd

Nov 2022 - Present Current

Not authorised to provide advice on Self Managed Super Funds and Margin Lending.

314 Financial Partnership Pty Ltd

Dec 2019 - Nov 2022 Ceased

Hillross Financial Services Limited

Jan 2004 - Dec 2019 Ceased

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.

Source: ASIC Financial Advisers Register