Dianne Chalk
CFP® - Financial Adviser Authorised Representative - ARN: 247568
Fiducian Financial Services Illawarra
NSW - Regional
- fpsupport@fiducianfs.com.au
- Phone
- 02 4285 2511
- Address
-
Suite 2-3/63 Princes Highway, Fairy Meadow NSW 2519
About Dianne Chalk
Dianne Chalk is a CFP® professional who specialises in Aged Care as well as providing superannuation and retirement planning advice to pre-retirees and retirees. She is devoted to improving the status of women in the workplace, and actively shares best practice ideas with her peers.
During her career, Dianne has won many industry awards recognising her contribution to the industry and her work ethic. In 2015 Dianne won Beddoes Institute’s ‘Most Trusted Adviser’ recognition.
Dianne’s reputation is built on integrity, and the outstanding level of service and quality advice she and her team provides to all their clients.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
About Dianne Chalk
Dianne Chalk is a CFP® professional who specialises in Aged Care as well as providing superannuation and retirement planning advice to pre-retirees and retirees. She is devoted to improving the status of women in the workplace, and actively shares best practice ideas with her peers.
During her career, Dianne has won many industry awards recognising her contribution to the industry and her work ethic. In 2015 Dianne won Beddoes Institute’s ‘Most Trusted Adviser’ recognition.
Dianne’s reputation is built on integrity, and the outstanding level of service and quality advice she and her team provides to all their clients.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product