Growing up in Tumut, Dean has strong, grass-root community values, which has helped him build strong ties with the Riverina region and relationships with local clients in financial planning.
Dean understands that different factors often come into play when accomplishing personal wealth goals and he uses his financial insights and local knowledge to work alongside his clients to help them take advantage of opportunities to plan for the future.
Dean is focused on ensuring his clients reach their financial goals by providing tailored, practical plans that are relevant to personal circumstances, for any stage of life. By working closely with his clients, Dean can constantly anticipate changes in the financial landscape and recognise new opportunities to the benefit of the families and businesses he works with.
Dean has worked in the finance industry for the past 17 years with the past 15 years in the financial planning industry in various locations across the Riverina. Over his time in financial planning, he has gained extensive knowledge in all facets of personal, business and agri-business planning.
He believes in building long-term relationships with his clients to ensure that they are kept up-to-date with the ever-changing landscape of legislative and personal situations.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
Solutions Dean Provides
- Wealth accumulation (inside and outside of superannuation)
- Portfolio construction and management
- Retirement planning
- Centrelink entitlements
- Self-managed superannuation funds (SMSF)
- Personal risk insurance
- Margin lending
- Debt management
- Member, Association of Financial Advisers Ltd
Diploma of Financial Planning