WiZDOM Group
Diane Wilkinson is an accomplished Practice Manager at WiZDOM, overseeing all business and operational aspects of the financial services practice since November 2013, including recruitment and compliance management with Australian Credit and Financial Services Licences. Previously, Diane served as Change Manager at Colonial First State, focusing on stakeholder relationships and program implementation, and held various senior management roles at Commonwealth Financial Planning, including leading dealer development and business growth initiatives across the organization. Diane's extensive education includes multiple certifications in financial services, project management, and change management, further enhancing the ability to drive compliance and performance improvements in financial sectors.
This person is not in any teams
WiZDOM Group
WiZDOM is a group of highly skilled professionals who aim to provide a comprehensive range of professional services for the serious property investor. The WiZDOM Group is driven by Knowledge, Experience and Integrity We take a holistic approach and endeavour to assist our clients create wealth by providing strategic and detailed asset protection, structuring, taxation, finance, legal and insurance advice. Each group of professionals can work independently of each other or as a “One Stop Shop” working together for the good of our clients providing streamlined property investment services. The Professional Services provided by WiZDOM are: WiZDOM Loans - Finance Strategy and Support - Investment Lending - Development/Commercial Finance - Complex Loan Structuring and Advice WiZDOM Accounting - Property and Business Tax Advice - Tax Return Preparation and Lodgement - Year End Tax Planning - Bookkeeping and Cloud Accounting - SMSF Compliance and Annual Audit WiZDOM Advisory - Superannuation Advice and Consolidation - SMSF Set Up and Implementation - Ongoing SMSF Strategy Advice - Estate Planning - Property Investment Advice - Personal Insurance Advice - Business Risk Insurance Investor Pacific Structures - Asset Protection Structures - Company/Trust Set Up with Legal and Accounting Advice Pacific Law - Conveyancing - QLD, NSW, VIC, WA - Companies and Trusts - structures for business and investing - Business - buying and selling, Leases and Franchises - Property Development and Joint Ventures - Succession Planning - Wills and Power of Attorney - Deceased Estate - Retirement Villages, Manufactured Home Park or Aged Care Facility - sales and purchase advice. Knowledge | Experience | Integrity