Diana Watkins-Baker

Assure Financial

Silver
24 Yrs Experience
Glen Iris, VIC 3146

Recent reviews

Assure Financial

Level 11, 431 Burke Road
Glen Iris, VIC 3146

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 6
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

4.95
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Diana has given us very helpful information regarding our current investments, managing our debt and helped set up our new super funds.Diana explained things fully and if we had a query always made sure we understood exactly what was going to happen. We feel the advise given was right for our particular circumstance. We always received Diana’s full care and attention if Diana said she would do something it was done. We are very happy with the service provided by Diana."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Diana has given us advice and, where appropriate, taken action regarding the restructure of our superannuation into a more cost effective product; the set-up of additional super contributions to increase our savings for retirement alongside the claiming of more tax deductions; the selling down of property and associated reduction of debt to COVID-manageable levels; and the reduction of costly and burdensome insurance polices that were not fit for purpose. Through Diana's knowledge and experience, we feel very confident that the advice given is right for our needs. Diana is highly responsive and has a great understanding of our position, and our goals and values."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Diana has provided financial advice to me and my wife as I transition from full time work to retirement from a partnership in a consulting engineering company. Her advice has been clearly and professionally presented and she has developed tax effective strategies to help us manage our self funded retirement. I have great confidence and trust in Diana's advice based on her experience and knowledge of the superannuation and tax maze. Her advice is values and she has helped improve our retirement strategy. I would not hesitate to recommend Diana as a financial adviser. I"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with the excellent advice from Diana and can’t recommend her highly enough."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly recommend Diana Watkin-Baker as a financial advisor. She took the time to explain setting up an investment portfolio and how to arrange my insurance and risk profile. I was a complete novice when I first sought her advice and she was patient, detailed, conscientious, courteous and highly professional at all times."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Easy to discuss any issues related to Superannuation and investments. Always available to ask any questions or queries."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Margin Lending and Geared Investments

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2003

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Turnaround Management Association (TMA)
Completed
2009

Certificate in Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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