Financial Adviser
· MOUNT NELSON, TAS
Dion Kratz
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004941
Dion Kratz is a financial adviser based in Mount Nelson, Tasmania, with 25 years of experience in the financial services industry. Dion is currently authorised under Betterment Financial Planning Pty Ltd. Dion 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 Advanced Diploma of Financial Planning from Monarch Institute. Dion is a member of Financial Planner AFP (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Advising
Securities Institute
2016
Advanced Diploma of Financial Planning
Monarch Institute
2023
Grad Dip of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register