RSM Australia

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

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...
Events

Market Update for 2017 - Wagga Wagga

Thursday, 23 March 2017, 12:00 - 2:00pm
How has our economy faired amongst the political noise? Have interest rates bottomed?  What hurdles will our economy face from global and local trends? NSW has been one of the star-performers in the country. What does the outlook hold for the State? Will the interest rate continue to remain at its historic low? What impact will ...