Dianne Whelan
Financial Adviser in Dingley Village, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000291644
- Location
- Dingley Village VIC 3172
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 7 April 2020
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning (DFP 1, Securities Institute (Kaplan Professional) (2000); Diploma of Financial Planning, Financial Planning Association (2004); Self Managed Superannuation Funds, Tribeca (Kaplan Professional) (2005); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012)
- Memberships
- Fello Chartered Financial Practitioner (FChFP) of the Association of Financial Advisers; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Dianne Whelan
Dianne Whelan is a financial adviser in Dingley Village, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000291644.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 7 April 2020.
According to the register, Dianne first provided financial advice in 1998. The qualifications listed for Dianne include Diploma of Financial Planning (DFP 1 (Securities Institute (Kaplan Professional), 2000), Diploma of Financial Planning (Financial Planning Association, 2004) and Self Managed Superannuation Funds (Tribeca (Kaplan Professional), 2005). Dianne is recorded as a member of Fello Chartered Financial Practitioner (FChFP) of the Association of Financial Advisers and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Dianne Whelan a registered financial adviser?
Yes. Dianne Whelan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000291644.
Which licensee does Dianne Whelan work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Dianne Whelan give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.