Financial Adviser · ANSTEAD, QLD

Diane Toll

ANSTEAD, QLD

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000404236

Practice

Kaleidoscope Financial Planning

Anstead, QLD (practice address on ASIC register)

Licensed through Alliance Wealth

View practice

About Diane Toll

Diane Toll is a financial adviser based in Anstead, Queensland, with 15 years of experience in the financial services industry since 2011. Diane works at Kaleidoscope Financial Planning, which is licensed through Alliance Wealth. Diane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Diane's qualifications include a Diploma of Financial Services (Financial Planning) from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Foundation DFP

FPA Australia

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Margin Lending and Geared Investments Course

Kaplan Professional

2018

Tax for Financial Advising Course (DFP5v4)

Kaplan Professional

2025

Commercial Law Course

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

Mar 2025 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Interprac Financial Planning Pty Ltd

Jun 2022 - Mar 2025 Ceased

Financial Hub Australia Pty Ltd

Aug 2017 - Jun 2022 Ceased

Not authorised to provide Margin Lending or Gearing advice.

AFSL GROUP PTY LTD

May 2011 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register