Diana Bounassif
Financial Adviser
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About
Diana Bounassif is an ASIC-registered financial adviser dedicated to helping individuals and families in Baulkham Hills and across New South Wales achieve their financial goals. With a strong academic foundation including a Bachelor of Commerce (E-Business & Finance) from Western Sydney University and a Graduate Diploma of Financial Planning from Kaplan Higher Education, Diana combines her extensive knowledge with a practical approach to financial planning. Diana also holds a Diploma of Financial Services (Financial Planning) and certifications in Margin Lending, Geared Investments, Tax for Financial Advising, and Estate Planning, ensuring she provides well-rounded and up-to-date advice. Diana is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. She specializes in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities, tailoring her strategies to meet each client's unique circumstances. • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies • Estate planning considerations If you're seeking expert guidance to secure your financial future, contact Diana Bounassif today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Diana Bounassif offer?
Diana Bounassif provides advice on superannuation, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts and government debt securities. She tailors her advice to suit your individual needs and financial goals.
What qualifications does Diana Bounassif have?
Diana Bounassif holds a Bachelor of Commerce (E-Business & Finance), a Diploma of Financial Services (Financial Planning), certifications in Margin Lending, Geared Investments, Tax for Financial Advising and Estate Planning, and a Graduate Diploma of Financial Planning.
What can I expect during my first meeting with Diana Bounassif?
During your initial consultation with Diana, you can expect a comprehensive discussion of your financial situation, goals, and concerns. She will explain her approach to financial planning and answer any questions you may have. This meeting is designed to help you determine if her services are a good fit for your needs.
How does Diana Bounassif stay up-to-date with changes in the financial industry?
Diana Bounassif is committed to ongoing professional development. She regularly participates in industry training and education to stay informed about the latest regulations, products, and strategies.
What is involved in developing a financial plan with Diana Bounassif?
Developing a financial plan involves a thorough assessment of your current financial situation, a clear articulation of your financial goals, and the creation of a customized strategy to help you achieve those goals. Diana will work closely with you throughout the process to ensure the plan aligns with your needs and priorities.
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