Financial Adviser · NOOSAVILLE, QLD

Dallas Leigh Ludeman

NOOSAVILLE, QLD

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000249792

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Dallas Leigh Ludeman

Dallas Leigh Ludeman is a financial adviser based in Noosaville, Queensland, with 28 years of experience in the financial services industry since 1998. Dallas is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Dallas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dallas's qualifications include a Bachelor of Business (Accounting) from Deakin University.

Authorised to Advise On

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

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

1994

Bachelor of Business (Accounting)

Deakin University

2000

8 unit Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jan 2004 - 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