Gary Dean
Associate Director, Private Client Adviser
Authorised Representative No. 228981
Professional qualifications
Bachelor of Economics, Macquarie University
Diploma of Superannuation Management, Macquarie University
Diploma of Financial Planning, Deakin University
Certified Financial Planner, CFP Education Program, Deakin University
Specialist areas
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Superannuation and Rollover Advice
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Wealth Creation
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Redundancy and Retirement Advice
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Tax Minimisation
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Insurance or Risk Management
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Estate and Will Planning
Experience
Prior to joining our firm, Gary held senior financial planning roles with a Big 4 accounting firm and another national top tier accounting and financial advisory firm. His most recent role included management responsibility for the firm's Financial Planning Investment Review Committee and internal compliance standards.
He has more than 12 years experience working within the financial planning industry, with five of those as a Senior Planner. Gary specialises in developing financial planning strategies for his business and high net worth clients. He works closely with his clients to understand their financial position and then presents sound investment advice and strategies to meet their goals.
He keeps abreast of the most recent industry changes, issues and trends. Gary is a regular presenter of seminars and training for his clients and internal staff.
Gary is committed to providing the best advice and service for his clients.
Memberships and appointments
SPAA Specialist Member
