Our People

Biography

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

Professional associations

  • Member, Association of Financial Advisers Ltd

Qualifications

  • Diploma of Financial Planning

Publications

What can a good adviser do for me?

7 December 2021
When I ask some people what my role as a financial adviser is, often the reply I receive is “you invest client’s funds in the share market”. In reality, this is only partly true.   Whilst the investment of a client’s funds is very important, it forms just a small part of what your financial adviser can provide for you. Some of the k...

A super recontribution could optimise inheritance for your kids

20 June 2018
Aside from your home, the most valuable asset you are likely to own, and potentially be able to pass on to your next generation, is your superannuation. The challenge is that once your kids leave home, their financial dependence on you, at least according to the law, pretty much ends. This means that on your death they will pay more tax on ...

Invest regularly and ease your stress of market volatility

14 November 2017
If you’re an investor considering entering the market with your hard-earned savings you may feel a little uneasy about placing a large lump sum into the market all at once. Especially when you think it could experience an extended period of market volatility. It’s quite normal for investors to be cautious about investing large amounts, espec...