Experience
Over the past 42 years, I have worked within the Banking and Finance industry in a variety of positions. In 1990, I saw my future in Financial Planning and for the past 16 years I have been managing, leading and coaching a team of Financial Planners and Risk Advisers prior to establishing North Queensland Wealth Management.
Qualifications
I am a qualified Financial Planner, holding the Diploma of Financial Planning. I achieved Certified Financial Planner (CFP) status in 1999 and hold a Certificate of Superannuation through Macquarie University.
Additional Information
Investment and Retirement planning for personal and small business clients is the area I specialise in.
Financial Services Guide (FSG)
I conduct myself ethically and professionally in every aspect
of my work and adhere strictly to the guidelines set out in the
Financial Services Guide. This guide provides you with information
about the advice that we provide, and the Licensee that we represent:
Financial Wisdom Limited. Its purpose is to educate you prior to us
providing a financial service. You have the right to ask us about our
charges, the type of advice we will give and to whom you can complain
if you are unhappy. For further details click on the Financial Services
Guide link.
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This FSG is in Adobe™ Acrobat™ format. If you do not have
Acrobat installed, you can download Acrobat by clicking on
the icon to the right. Otherwise, click on the download link.
Download
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Address
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Suite 1
257 Charters Towers Road
Hermit Park
QLD
4812
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Phone
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47755703
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Mobile
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0419688593
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Email
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deidre.walsh@nqwm.com.au
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