Dianna Jacobsen
Financial Adviser
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About
Dianna Jacobsen is an ASIC-registered financial adviser based in Wodonga, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a Bachelor of Business (Accounting) from Charles Sturt University and a Diploma of Financial Services (Financial Planning) from Kaplan Professional, Dianna possesses a strong foundation in financial principles and practices. Dianna is a member of CPA Australia, reflecting her commitment to upholding the highest standards of professionalism and ethical conduct. Dianna is authorized to provide advice on a wide range of financial products, ensuring comprehensive support for your financial journey. Dianna's expertise covers superannuation, insurance, wealth management, and retirement planning, allowing her to create tailored solutions to meet your unique needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or needing to protect your assets, Dianna can provide the expert guidance you need. Contact Dianna today to schedule a consultation and take the first step toward a secure financial future.
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Frequently Asked Questions
What types of financial advice does Dianna Jacobsen offer?
Dianna Jacobsen provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. She creates tailored strategies to help you achieve your financial goals.
What are Dianna Jacobsen's qualifications?
Dianna holds a Bachelor of Business (Accounting) from Charles Sturt University and a Diploma of Financial Services (Financial Planning) from Kaplan Professional. She is also a member of CPA Australia.
What is the first step in working with Dianna?
The first step is to schedule a consultation. During this meeting, Dianna will discuss your financial situation, goals, and any concerns you may have. This allows her to develop a personalized plan that meets your specific needs.
How can Dianna help with retirement planning?
Dianna can help you develop a comprehensive retirement plan that takes into account your current financial situation, desired retirement lifestyle, and risk tolerance. She can provide advice on superannuation, investment strategies, and income planning to ensure a comfortable retirement.
What should I expect from the financial planning process with Dianna Jacobsen?
You can expect a collaborative and transparent process. Dianna will work closely with you to understand your needs and goals, develop a customized financial plan, and provide ongoing support to help you stay on track. She is committed to providing clear and unbiased advice to help you make informed decisions.
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