Diana Watkins-Baker
Financial Adviser in Glen Iris, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004924
- Location
- Glen Iris VIC 3146
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 19 February 2018
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning, Deakin University (2003); Certificate in Self Managed Super Funds, Tribeca (2004); Certified Financial Planner, FPA (2008); Certificate IV in Financial Services (Finance/Mortgage Broking), TMA (2009); Certificate in Margin Lending & Geared Investments, Kaplan (2010)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Diana Watkins-Baker
On the Financial Advisers Register kept by ASIC, Diana Watkins-Baker appears as a current financial adviser in Glen Iris, Victoria, adviser number 001004924.
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. That authorisation dates from 19 February 2018.
According to the register, Diana first provided financial advice in 1998. The qualifications listed for Diana include Diploma of Financial Planning (Deakin University, 2003), Certificate in Self Managed Super Funds (Tribeca, 2004) and Certified Financial Planner (FPA, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Diana Watkins-Baker a registered financial adviser?
Yes. Diana Watkins-Baker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004924.
Which licensee does Diana Watkins-Baker work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Diana Watkins-Baker 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; standard margin lending.