I have dedicated my career to helping business owners, individuals, and families, achieve their financial goals with confidence and clarity, whilst standing by their side through market fluctuations and life transitions.
Whether you're envisioning a secure retirement or seeking to cultivate and safeguard your wealth, my aim is to offer personalised guidance tailored precisely to your unique needs and aspirations.
With over 30 years of industry experience, including roles in both commercial and private bank for Westpac/BT Financial Group. I am proud to be a founding partner of Freshwater Wealth. I am an accredited Certified Financial Planner (CFP) and a member of both the Financial Planning Association of Australia (FPA) and the Tax Practitioners Board (TPB).
I aim to simplify the complexities for you, by staying informed about evolving tax regulations and financial rules. I recognise that managing these aspects can be challenging amidst busy lives and competing interests. So, I am here to guide you on your journey towards successful investing. You can be assured that your financial goals are my top priority.
Throughout my career, I have earned a reputation for being personable, trustworthy, and operating with a commitment to ethics and integrity. For me, building enduring client relationships is not only my job it’s my passion.
On a personal level, I am married with two children. I have a love for sports and enjoy staying fit. I particularly enjoy playing golf, and one of my lifelong dreams is to one day attend the US Masters.
I look forward to the opportunity to meet with you and embark on your financial journey together.
Warm regards,
Dean
Expertise
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 17
- First year providing advice 1995
- Years of experience 29
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Freshwater Wealth
Level 11, 10 Carrington StSydney, NSW 2000
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Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
![Alliance Wealth Pty Ltd logo](https://resources.adviserratings.com.au/licensees/alliance-wealth-pty-ltd-449221.jpg)