Diana Ramirez Martinez
Financial Adviser in Botany, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001235696
- Location
- Botany NSW 2019
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 21 August 2024
- First provided advice
- 2015
- Qualifications
- Bachelor Degree of Business, San Buenaventura University (2002); Studies of Accounting and international finance, ICESI (2003); Diploma of Financial Services, ThreeSixty (2010); Advance Diploma in Financial Planning, Mentor Education (2021); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- 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, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Diana Ramirez Martinez
On the Financial Advisers Register kept by ASIC, Diana Ramirez Martinez appears as a current financial adviser in Botany, New South Wales, adviser number 001235696.
The licensee Diana advises under is Avalonfs Pty Ltd (AFS licence 437518). That authorisation dates from 21 August 2024.
The register records 2015 as the year Diana first provided financial advice. Qualifications and training on file include Bachelor Degree of Business (San Buenaventura University, 2002), Studies of Accounting and international finance (ICESI, 2003) and Diploma of Financial Services (ThreeSixty, 2010). Diana is recorded as a member of Financial Advice Association of Australia (FAAA).
Diana is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Diana Ramirez Martinez a registered financial adviser?
Yes. Diana Ramirez Martinez is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235696.
Which licensee does Diana Ramirez Martinez work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can Diana Ramirez Martinez 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.