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Dianne Chalk

Financial Adviser

Fiducian Financial Services Pty Ltd (Illawarra)
Fairy Meadow, NSW 2519

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About

Dianne Chalk is an ASIC-registered financial adviser based in Fairy Meadow, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Diploma of Financial Planning from the Financial Planning Association of Australia (now FAAA) obtained in 1992, and further accreditation as an Aged Care Professional through Aged Care Steps in 2014, Dianne combines extensive experience with specialized knowledge. Dianne is an Accredited Aged Care Professional and a member of the Financial Advice Association of Australia (FAAA). She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring tailored solutions for every client. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Aged Care Financial advice Dianne is committed to providing personalized and reliable advice to help you navigate the complexities of the financial landscape. Contact Dianne today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Aged care financial advice Insurance solutions

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000231103

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Australian Business Number

84144960934

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Authorised Representative Number

000247568

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Frequently Asked Questions

What types of financial advice does Dianne Chalk provide?

Dianne Chalk provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.

What qualifications does Dianne Chalk hold?

Dianne Chalk holds a Diploma of Financial Planning from the Financial Planning Association of Australia (now FAAA) and is an Accredited Aged Care Professional.

How can Dianne Chalk help me with retirement planning?

Dianne Chalk can help you develop a comprehensive retirement plan tailored to your specific needs and goals, including strategies for maximizing your superannuation and managing your investments.

What is an Accredited Aged Care Professional?

An Accredited Aged Care Professional is qualified to provide specialist financial advice related to aged care, including navigating the costs and complexities of residential care and home care.

How do I get started with Dianne Chalk?

To get started, simply contact Dianne to schedule an initial consultation. During this meeting, you can discuss your financial goals and needs, and Dianne will outline how she can help you achieve them.

Get in Touch

Contact Dianne directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.