Dianne Louise Charman
Financial Adviser in Ipswich, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000342654
- Location
- Ipswich QLD 4305
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 12 November 2009
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1999); Graduate Certificate in Financial Planning, University of the Sunshine Coast (2010); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2015); Master of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Dianne Louise Charman
Dianne Louise Charman is a financial adviser in Ipswich, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000342654.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 12 November 2009.
According to the register, Dianne first provided financial advice in 1998. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1999), Graduate Certificate in Financial Planning (University of the Sunshine Coast, 2010) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Dianne Louise Charman a registered financial adviser?
Yes. Dianne Louise Charman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000342654.
Which licensee does Dianne Louise Charman work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Dianne Louise Charman 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."