Financial Adviser
· BOTANY, NSW
Diana Ramirez Martinez
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235696
Diana Ramirez Martinez is a financial adviser based in Botany, New South Wales, with 11 years of experience in the financial services industry. Diana is currently authorised under Avalonfs 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 Degree of Business from San Buenaventura University. Diana is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor Degree of Business
San Buenaventura University
2003
Studies of Accounting and international finance
ICESI
2010
Diploma of Financial Services
ThreeSixty
2021
Advance Diploma in Financial Planning
Mentor Education
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List. Not authorised to provide financial product advice in Self-Managed Superannuation Funds.
Source: ASIC Financial Advisers Register