Financial Adviser · BAULKHAM HILLS, NSW

Diana Bounassif

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000340494

Diana Bounassif is a financial adviser based in Baulkham Hills, New South Wales, with 17 years of experience in the financial services industry. Diana is currently authorised under Millennium 3 Financial Services Pty Ltd. Diana holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (E-Business & Finance) from Western Sydney University.

Authorised to Advise On

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

Restrictions: Securities: class of product only. Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Commerce (E-Business & Finance)

Western Sydney University

2009

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2010

Margin Lending and Geared Investments

Kaplan Education Pty Limited

2018

DFP5v4 Tax for Financial Advising

Kaplan Education Pty Ltd

2018

Estate Planning

Kaplan Education Pty Ltd

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Millennium 3 Financial Services Pty Ltd

Dec 2018 - Present Current

Securities: class of product only. Not authorised to provide SMSF advice.

SECURITOR FINANCIAL GROUP PTY LIMITED

Aug 2009 - Aug 2015 Ceased

Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register