Dirk Werner
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245308
- Location
- Mornington VIC 3931
- Licensee
- MPFS Private Wealth Pty Ltd (AFSL 529999)
- Authorised since
- 28 June 2021
- First provided advice
- 2001
- Qualifications
- Certified Financial Planner, FPA (2004); Masters of Financial Planning, RMIT (2009); SMSF Specialist Advisor, SMSF Association (2011); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Dirk Werner
On the Financial Advisers Register kept by ASIC, Dirk Werner appears as a current financial adviser in Mornington, Victoria, adviser number 000245308.
Dirk provides advice as an authorised representative of MPFS Private Wealth Pty Ltd, which holds Australian financial services licence 529999. The current authorisation started on 28 June 2021.
The register records 2001 as the year Dirk first provided financial advice. The qualifications listed for Dirk include Certified Financial Planner (FPA, 2004), Masters of Financial Planning (RMIT, 2009) and SMSF Specialist Advisor (SMSF Association, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Dirk 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.
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Questions people ask
Is Dirk Werner a registered financial adviser?
Yes. Dirk Werner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245308.
Which licensee does Dirk Werner work under?
MPFS Private Wealth Pty Ltd, Australian financial services licence 529999.
What can Dirk Werner 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.