Dianna Carol Jacobsen
Financial Adviser in Wodonga, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000336407
- Location
- Wodonga VIC 3690
- Licensee
- Climb Wealth Pty Ltd (AFSL 409424)
- Authorised since
- 14 May 2019
- First provided advice
- 2001
- Qualifications
- Bachelor of Business (Accounting), Charles Sturt University (CSU) (1993); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009)
- Memberships
- CPA Australia (CPA)
- 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 Dianna Carol Jacobsen
Dianna Carol Jacobsen is a financial adviser in Wodonga, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000336407.
The licensee Dianna advises under is Climb Wealth Pty Ltd (AFS licence 409424). The current authorisation started on 14 May 2019.
The register records 2001 as the year Dianna first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (Charles Sturt University (CSU), 1993) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009). Dianna is recorded as a member of CPA Australia (CPA).
The authorisation covers advice 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 Dianna Carol Jacobsen a registered financial adviser?
Yes. Dianna Carol Jacobsen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336407.
Which licensee does Dianna Carol Jacobsen work under?
Climb Wealth Pty Ltd, Australian financial services licence 409424.
What can Dianna Carol Jacobsen 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.