Data sourced from ASIC Financial Advisers Register
Financial Adviser · WARRNAMBOOL, VIC

Dallas Leigh Ludeman

28 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249792

Dallas Leigh Ludeman is a financial adviser based in Warrnambool, Victoria, with 28 years of experience in the financial services industry. Dallas is currently authorised under Charter Financial Planning Limited. Dallas 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 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