Deanne Lesley Poort
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278030
- Location
- Wollongong NSW 2500
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (2003); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2005); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2008); FPC001B Economic and Legal context for Financial Planning, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Deanne Lesley Poort
Deanne Lesley Poort is a financial adviser in Wollongong, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000278030.
Advice is given under the Australian financial services licence of Aware Financial Services Australia Limited, licence number 238430. The current authorisation started on 1 December 2019.
According to the register, Deanne first provided financial advice in 2011. The qualifications listed for Deanne include Diploma of Financial Services (Financial Planning) (Integratec, 2003), Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Deanne is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
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Questions people ask
Is Deanne Lesley Poort a registered financial adviser?
Yes. Deanne Lesley Poort is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278030.
Which licensee does Deanne Lesley Poort work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Deanne Lesley Poort 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."