Dianne Chalk
Financial Adviser in Fairy Meadow, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247568
- Location
- Fairy Meadow NSW 2519
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 30 November 2022
- First provided advice
- 1987
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1992); Accredited Aged Care Professional, Aged Care Steps (2014)
- Memberships
- Accredited Aged Care Professional; 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
- Restriction
- Not authorised to provide advice on Self Managed Super Funds and Margin Lending.
- Tax (financial) advice
- Yes
- Register status
- Current
About Dianne Chalk
Dianne Chalk is a financial adviser in Fairy Meadow, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000247568.
Advice is given under the Australian financial services licence of Fiducian Financial Services Pty Ltd, licence number 231103. That authorisation dates from 30 November 2022.
According to the register, Dianne first provided financial advice in 1987. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1992) and Accredited Aged Care Professional (Aged Care Steps, 2014). Dianne is recorded as a member of Accredited Aged Care Professional and Financial Advice Association of Australia (FAAA).
Dianne 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.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self Managed Super Funds and Margin Lending.”
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Questions people ask
Is Dianne Chalk a registered financial adviser?
Yes. Dianne Chalk is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247568.
Which licensee does Dianne Chalk work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Dianne Chalk 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. It also records this restriction: "Not authorised to provide advice on Self Managed Super Funds and Margin Lending."