Kathleen Dean profile photo

Kathleen Dean

Skye Wealth

Silver
7 Yrs Experience
Greensborough, VIC 3088

I enjoy helping people, and this was my main motivation for entering the Financial Planning profession and aspiring to become a Financial Adviser. I specialise in personal insurance advice and am dedicated to providing excellent service and working closely with Australians to achieve the best outcome for protecting their financial security.

Expertise

  • Insurance Protection

My fees

I offer a free initial consultation for potential new clients.

Initial 15 min phone call - At no cost

Insurance proposal - $330 (individuals) or $495 (couples)

Insurance applications - We are paid a commission from the insurer once the policy is in place.

Ongoing Fee - No fee but we are paid an ongoing commission from the insurer and we may charge additional fees for additional work if required.

At a glance

  • Adviser status Silver
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Skye Wealth

Suite 1, 8 Simms Rd
Greensborough, VIC 3088

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Skye Money Pty Ltd

AFSL 545313