Diana Bounassif
Financial Adviser in Baulkham Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340494
- Location
- Baulkham Hills NSW 2153
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 12 December 2018
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce (E-Business & Finance), Western Sydney University (2003); Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2009); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); DFP5v4 Tax for Financial Advising, Kaplan Education Pty Ltd (2018); Estate Planning, Kaplan Education Pty Ltd (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Securities: class of product only. Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Diana Bounassif
Diana Bounassif is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Baulkham Hills, New South Wales (adviser number 000340494).
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. The current authorisation started on 12 December 2018.
According to the register, Diana first provided financial advice in 2009. The qualifications listed for Diana include Bachelor of Commerce (E-Business & Finance) (Western Sydney University, 2003), Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2009) and Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2010).
Diana is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Securities: class of product only. Not authorised to provide SMSF advice.”
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Questions people ask
Is Diana Bounassif a registered financial adviser?
Yes. Diana Bounassif is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340494.
Which licensee does Diana Bounassif work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Diana Bounassif give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Securities: class of product only. Not authorised to provide SMSF advice."