About
Diane has been dedicated to the financial planning industry since 2006, finding immense satisfaction in guiding clients towards achieving their goals. She has a deep passion for all facets of financial planning and takes joy in assisting clients across various life stages. Whether it’s navigating superannuation, building and safeguarding wealth, preparing for retirement, or managing trust structures and business needs, Diane is ready to help. With a career that started at a small firm in Maroochydore, Di developed a passion for planning and embarked on her journey to become a financial adviser. Since 2013, Di had the privilege of working at NAB Financial Planning for seven years before returning to the boutique adviser sector. Di joined Nestworth in April 2024, eager to continue assisting clients in achieving their financial dreams
On a personal note, Di is a Sunshine Coast native and proud mother of one. Her journey in life led her to meet her husband while traveling in the UK, and together they chose the Sunshine Coast as home to start life together.
Di is a Soccer Mum, often cheering on her son during weekend soccer games. Additionally, she cherishes her Book Club, which began during lockdown as a way to stay connected with friends. An avid traveller and self-proclaimed food critic, Di thrives on networking and meeting like-minded individuals.
Di’s guiding philosophy is encapsulated in the saying, “Don’t sweat the small stuff,” as she believes life is meant to be lived and enjoyed to the fullest.
Qualifications
- Graduate Diploma of Financial Planning
- Accredited in Listed Products, Self-Managed Superannuation and Margin Lending.