Data sourced from ASIC Financial Advisers Register
Financial Adviser · IPSWICH, QLD

Dianne Louise Charman

28 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000342654

Dianne Louise Charman is a financial adviser based in Ipswich, Queensland, with 28 years of experience in the financial services industry. Dianne is currently authorised under Akumin Financial Planning Pty Limited. Dianne 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1999
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2010
Graduate Certificate in Financial Planning
University of the Sunshine Coast
2010
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2015
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2021
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2009 - Present Current
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