Financial Adviser
· WODONGA, VIC
Dianna Carol Jacobsen
No disciplinary history on record with ASIC
WODONGA,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000336407
About Dianna Carol Jacobsen
Dianna Carol Jacobsen is a financial adviser based in Wodonga, Victoria, with 25 years of experience in the financial services industry since 2001. Dianna is currently authorised under Climb Wealth. Dianna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dianna's qualifications include a Bachelor of Business (Accounting) from Charles Sturt University (CSU). Dianna is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business (Accounting)
Charles Sturt University (CSU)
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Registration History
SPECTRUM WEALTH ADVISERS PTY LTD
Full Advice
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
QUADRANT SECURITIES PTY LTD
Source: ASIC Financial Advisers Register