Dallas Leigh Ludeman
Financial Adviser in Noosaville, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249792
- Location
- Noosaville QLD 4566
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 January 2004
- First provided advice
- 1998
- Qualifications
- Bachelor of Business (Accounting), Deakin University (1994); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Dallas Leigh Ludeman
Dallas Leigh Ludeman is a financial adviser in Noosaville, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000249792.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 1 January 2004.
The register records 1998 as the year Dallas first provided financial advice. The qualifications listed for Dallas include Bachelor of Business (Accounting) (Deakin University, 1994), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2018).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Dallas Leigh Ludeman a registered financial adviser?
Yes. Dallas Leigh Ludeman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249792.
Which licensee does Dallas Leigh Ludeman work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Dallas Leigh Ludeman give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."