Financial Adviser
· MORNINGTON, VIC
Dirk Werner
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245308
Dirk Werner is a financial adviser based in Mornington, Victoria, with 25 years of experience in the financial services industry. Dirk is currently authorised under Mpfs Private Wealth Pty Ltd. Dirk 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 Certified Financial Planner from FPA. Dirk is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2004
Certified Financial Planner
FPA
2009
Masters of Financial Planning
RMIT
2011
SMSF Specialist Advisor
SMSF Association
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan