Financial Adviser
· SYDNEY, NSW
Claire Dickinson
No disciplinary history on record with ASIC
32
Years experience
ASIC Registered · ADV 001006004
Claire Dickinson is a financial adviser based in Sydney, New South Wales, with 32 years of experience in the financial services industry. Claire is currently authorised under Parasol Advisory Pty Limited. Claire holds authorisations to advise on managed investments, securities, derivatives and deposit products. Their qualifications include a Graduate Diploma in Applied Finance and Investment from Securities Institute Education.
Authorised to Advise On
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Restrictions: MDA Services wholesale clients only
Qualifications and Training
1999
General Securities Representative (Series 7) Examination
National Association of Securities Dealers
1999
Graduate Diploma in Applied Finance and Investment
Securities Institute Education
2012
Accredited Derivatives Adviser Level 2 Exam
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
MDA Services wholesale clients only
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Source: ASIC Financial Advisers Register