Diana Gowdie – Financial Adviser

Adviser identifying number: 1006179
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: GRIMSEY WEALTH PTY LTD
Licence number: 293334
Licensee’s ABN: 90113911247
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GRIMSEY WEALTH PTY LTD
Authorised Representative identifying number: 293334
Authorised Representative’s ABN: 90113911247

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma in Financial Planning – FPA
• Bachelor of Economics – Sydney University
• Certified Financial Planner – FPA
• Diploma of Financial Planning – FPA

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Diana Gowdie is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility