Dion Kratz
Financial Adviser in Mount Nelson, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004941
- Location
- Mount Nelson TAS 7007
- Licensee
- Betterment Financial Planning Pty Ltd (AFSL 525640)
- Authorised since
- 20 November 2020
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Advising, Securities Institute (2002); Advanced Diploma of Financial Planning, Monarch Institute (2016); Grad Dip of Financial Planning, Kaplan Professional (2023)
- Memberships
- Financial Planner AFP (FPA)
- Advice areas
- superannuation, 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 Dion Kratz
Dion Kratz is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mount Nelson, Tasmania (adviser number 001004941).
The licensee Dion advises under is Betterment Financial Planning Pty Ltd (AFS licence 525640). That authorisation dates from 20 November 2020.
According to the register, Dion first provided financial advice in 2001. The qualifications listed for Dion include Diploma of Financial Advising (Securities Institute, 2002), Advanced Diploma of Financial Planning (Monarch Institute, 2016) and Grad Dip of Financial Planning (Kaplan Professional, 2023). Professional memberships recorded: Financial Planner AFP (FPA).
Dion is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Dion Kratz a registered financial adviser?
Yes. Dion Kratz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004941.
Which licensee does Dion Kratz work under?
Betterment Financial Planning Pty Ltd, Australian financial services licence 525640.
What can Dion Kratz give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.