Dianne Case

About Dianne Case

 

Dianne has worked with AMP Financial planning for in excess of 10 years, and is a Financial Planner and Mortgage Broker.

Dianne specialises in:

  • Retirement planning
  • Financial planning
  • Investment planning
  • Retail Superannuation
  • Wealth management
  • Debt management
  • Wealth protection
  • Self-Managed Super Funds

Dianne provides general advice on:

  • Small business financial advice
  • Estate planning
  • Salary packaging
  • Group insurance
  • Company insurance

Qualifications

  • Diploma in Financial Planning
  • Diploma in Mortgage Broking
  • Estate Planning and Taxation
  • Self-Managed Super Funds
  • Margin Loans and Investing

Memberships and Associations

  • AMPFPA

Experience

  • Dianne worked as a financial planner with AMP for 9 years; Mortgage Broker 7 years in her own business; personal assistant within a planner’s practice 1 year, as a practice owner 6 years plus.

About Dianne Case

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