Principal Adviser & Managing Director, Jade Financial Group
With over 20 years’ experience in the financial advice profession, and over 18 years as a practicing Certified Financial Planner, Dianne’s specialist qualifications include Self-Managed Superannuation Funds and Direct Shares advice. She has held senior roles in funds management, insurance, superannuation and is now the Director of Jade Financial Group, a family orientated business, working tirelessly to provide Clients with personalised & holistic long term financial advice to turn their goals into reality.
Dianne's achievements include:
A proud member of the Association of Financial Advisers (AFA). In 2012 and 2013 was a finalist for the AFA Female Excellence in Advice Award. Dianne is now a judge for this very prestigious award, and believes it is much tougher being a judge than a finalist.
Recently finished her term as an AFA board member, a time of personal growth in leadership which she values highly. She is the National Chair for AFA Inspire (connecting women in advice), National Chair for Financial Literacy committee (which she was the key driver behind starting). She is committed to improving Financial Literacy for all Australians and leads by example with providing Embrace workshops for women in her community, Ipswich. Dianne was recognised this year at the 2016 AFA National Conference for her dedication to the financial advice profession being awarded an Appreciation Award.
Member of Business and Professional Women’s Association for over 18 years and was part of the initial board which contributed to establish the Economic Security for Women alliance. She has been successful in bringing the AFA Inspire group to be a member of the Council and was recently asked to be on the Management Group. Her commitment to improving the financial well-being for women through education and empowerment continues strongly in this role.
Member of the Ipswich Chamber of Commerce. In 2014 Jade Financial Group was awarded the Small Business of the Year award, and Dianne has previously been a finalist in the Business Person of the Year category. Most recently Jade Financial Group has been advised they are finalists in the 2016 Ipswich Chamber of Commerce Awards in two categories, Customer Service & Small Business of the Year.
Jade Financial Group qualified as “Most Trusted Adviser” status from the Beddoes Institute, as voted by our clients in 2015. A highly regarded status to be awarded and ranking our practice amongst the top businesses in Australia. Set a new highest score on “listening to our clients” when working on what it is they really wish to achieve in their life.
Awarded the AMP Financial Planning Adviser of the Year earlier this year. The relationship with her clients is a key to the success of Jade FG and more importantly the success of the clients of Jade FG. Dianne’s clients are empowered to achieve their dreams, with the nurturing support and encouragement, and at times some tough conversations they receive from the team at Jade FG.
Dianne is a charismatic, hardworking, intelligent, empathetic, honest and trustworthy leader in our community. Looking after her Team, so that they in turn look after our Clients is her core commitment every day.
Dianne is committed to share her knowledge and is passionate about empowering and educating as many people as possible on often complex financial concepts in a way which make sense to us all.