Dietmar Birkmann
Financial Adviser
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About
Dietmar Birkmann is an ASIC-registered financial adviser based in North Sydney, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With over two decades of experience in the financial services industry, Dietmar holds a Diploma of Financial Planning from the Financial Planning Association of Australia (1999), is an ASX Accredited Listed Products Adviser (2008), and a Certified Financial Planner (2016), demonstrating a commitment to ongoing professional development and upholding the highest standards of ethical practice. Dietmar is also a member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a broad range of financial products, Dietmar can assist with superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Dietmar's commitment to client-centric advice ensures that each strategy is uniquely tailored to your individual circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Dietmar today to schedule a consultation and discover how personalised financial advice can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice does Dietmar Birkmann offer?
Dietmar Birkmann specialises in superannuation, insurance, wealth management and retirement planning advice. He also provides guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Dietmar Birkmann's qualifications?
Dietmar holds a Diploma of Financial Planning, is an ASX Accredited Listed Products Adviser, a Margin Lending accreditation and is a Certified Financial Planner. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Dietmar Birkmann?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Dietmar will then develop a tailored financial plan based on your needs and objectives. Regular reviews are conducted to ensure your plan remains aligned with your evolving circumstances.
What can I expect during my first meeting with Dietmar?
During your initial consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Dietmar will listen attentively and ask questions to gain a thorough understanding of your needs. This meeting is an opportunity for you to get to know Dietmar and determine if his services are the right fit for you.
Does Dietmar Birkmann work with SMSFs?
Yes, Dietmar is authorised to provide advice on superannuation, so he can provide advice to SMSFs.
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