ADFS (FP), Dip FS (FMBM)
As an Adviser at CB Financial, Dean’s role is to identify appropriate strategies and solutions to meet his clients’ specific needs. Dean works closely with an internal support team to provide a variety of solutions focusing on wealth management, securing assets, risk management and strategic planning.
Having previously worked as a Mortgage Broker prior to joining CB Financial, Dean’s clients also gain the benefit of his insight into the mortgage and lending industry.
Dean holds a Diploma of Financial Services (Finance/Mortgage Broking Management) and a Graduate Diploma of Financial Planning. He is also a member of the Self Managed Super Fund Association (SMSFA).
If you are looking for Dean outside the office, chances are you’ll find him enjoying the Gold Coast with family and friends, supporting the Crusaders and Gold Coast Titans, or enjoying the odd park run.
Sub Authorised Representative No 344580