Diana Lock
Financial Adviser
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About
Diana Lock is an ASIC-registered financial adviser based in Townsville, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning (FPAA, 2000), a CFP certification (FPAA, 2005), and Margin Lending Accreditation (Deakin Prime, 2010), Diana brings over two decades of experience to her clients. Diana is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, and government debt securities. Her expertise allows her to create personalized strategies that address your unique needs and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Diana is here to help. Contact Diana today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Diana Lock offer?
Diana Lock provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, and government debt securities.
What qualifications does Diana Lock have?
Diana Lock holds a Diploma of Financial Planning (FPAA, 2000), a CFP certification (FPAA, 2005), and Margin Lending Accreditation (Deakin Prime, 2010).
How can Diana Lock help me with retirement planning?
Diana can help you develop a comprehensive retirement plan tailored to your individual circumstances, including superannuation strategies, investment options, and income projections.
What is the first step in working with Diana Lock?
The first step is to schedule a consultation. This allows Diana to understand your financial situation, goals, and risk tolerance, and to discuss how she can help you achieve your objectives.
Can Diana Lock help me with my insurance needs?
Yes, Diana can provide advice on various insurance products, including Investment Life Insurance and Life Risk Insurance, to help protect you and your family from unforeseen events.
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