Dianna Carol Jacobsen – Financial Adviser

Adviser identifying number: 336407
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: SPECTRUM WEALTH ADVISERS PTY LTD
Licence number: 334400
Licensee’s ABN: 57134661706
Licence controlled by: Freedom Insurance Group Pty Ltd

The date the Financial Adviser commenced the appointment: 15/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SPECTRUM WEALTH ADVISERS PTY LTD
Authorised Representative identifying number: 334400
Authorised Representative’s ABN: 57134661706

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:

  • Bachelor of Business (Accounting) – Charles Sturt University (CSU)
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Dianna Carol Jacobsen is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Superannuation