"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.
Services and specialities
- Wealth Management
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.
Industry Education & Experience
- Professional Diploma in Stockbroking, Stockbrokers Association of Australia, 2011
- Tier 1 Margin Lending - Personal Advice, Kaplan, 2017
- Ethics and Professional Relationships, QUT, 2020
I am employed by Hansenese Pty Ltd which operates the business of Morgans Financial Limited - Ballina. My employer remunerates me as your adviser by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
- Derivatives Level 1
- Managed Investments
- Margin Lending