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Dean Talbot
Investment Adviser
With a particular interest in new technology, healthcare, wellness and positive impact investing - I look forward to working with you to achieve your success.
Dean is a licensed stockbroker and investment advisor who works with his clients to manage and grow their wealth & superannuation. Dean is part of an experienced team of professionals, tapping into the knowledge and resources of Morgans, designing and implementing strategies for financial success.
Investment Style
Once we identify your financial goals we can build a step by step plan to get you there. A personalised & tailor designed portfolio will put you on the right track toward your goals – whether that be a savings plan, building a share portfolio or growing your wealth toward an early retirement.
Services and Specialties
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
Core 1 Securities & Managed Investments Accreditation Program
FPC006 Tax and Commercial Law for Financial Planning
Ethics and Professional Relationships
Foundations of Financial Planning Part A: Generic Knowledge
Accredited Derivatives Adviser Level One
Foundations of Financial Planning Part B: Financial Planning
Professional Diploma in Stockbroking
Tier 1 Margin Lending - Personal Advice
FPC002B Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Securities
FASEA Financial Adviser Exam
Margin Lending
ASIC Financial Advisers Register
Generic
Superannuation
Direct International Equities Trading Adviser
Tax (financial) Adviser
Derivatives Level 1
Managed Investments
I am employed by Hansenese Pty Ltd which operates the business of Morgans Financial Limited - Ballina. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
