Financial Adviser
· LAUNCESTON, TAS
Shireen Rosemarie Diez
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237217
Shireen Rosemarie Diez is a financial adviser based in Launceston, Tasmania, with 18 years of experience in the financial services industry. Shireen is currently authorised under Lifespan Financial Planning Pty Ltd. Shireen 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 of Commerce (Finance, Accounting and Financial Planning) from Deakin University. Shireen 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
2008
Diploma of Financial Services (Financial Planning)
Kaplan
2013
Bachelor of Commerce (Finance, Accounting and Financial Planning)
Deakin University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Not authorised to provide personal advice on Standard Margin Lending
Self Managed Super Funds
QUADRANT SECURITIES PTY LTD
Source: ASIC Financial Advisers Register