Financial Adviser · MERMAID BEACH, QLD

Diane Frances Birtles-crute

MERMAID BEACH, QLD
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000418298
Currently at
Melbourne, VIC (firm address)

Diane Frances Birtles-crute is a financial adviser based in Mermaid Beach, Queensland, with 14 years of experience in the financial services industry since 2012. Diane is currently authorised under Endeavor Asset Management, operating through Ffa Fp. Diane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Diane's qualifications include a Graduate Diploma 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 Deposit Products Government Bonds

Restrictions: Government Debentures, Stocks or Bonds - Class of products only and Superannuation excludes SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2012
RG146(Tier 1) in Financial Planning, Insurance, Superannuation
Intellitrain
2016
Securities and Managed Investments
Kaplan Professional
2017
DFP5v2 Tax for Financial Advising
Kaplan Professional
2017
TASACLv1 Commercial Law
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Apr 2026 - Present Current
Government Debentures, Stocks or Bonds - Class of products only and Superannuation excludes SMSF.
Sep 2024 - Apr 2026 Ceased
Feb 2024 - Aug 2024 Ceased
AAN WEALTH MANAGEMENT PTY LTD
Aug 2022 - Feb 2024 Ceased
Mar 2020 - Jun 2022 Ceased
ACN 128 650 037 PTY LIMITED
Mar 2012 - Mar 2020 Ceased

Source: ASIC Financial Advisers Register