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Dean Mazaris
BCom (FinPlan&Fin)
Investment Adviser/Financial Planner
I believe that trust is the cornerstone for successful long-term relationships. I am passionate about providing strategic advice to help my clients excel through all aspects of their financial journey.
Dean is an Investment Adviser and Financial Planner at Morgans. He began working in the industry in 2019, specialising in wealth management. Dean has worked with a wide range of clients focusing on retirement and pre-retirement planning. Dean joined Morgans in 2020 to expand his service offerings in direct equities and specialist investment advice.
Investment Style
Dean believes in active investment management and the benefits of strategic asset allocation for long term investors. Dean uses a variety of tactical approaches in his investment selection whilst monitoring the macro-economic landscape.
Services and Specialties
Investment Advice
Personal Insurance
Stockbroking
Superannuation Advice
Retirement and Estate Planning
Financial Planning
Qualifications and Professional Affiliations
Bachelor of Commerce (Financial Planning & Finance)
FPC002B Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Superannuation
Financial Planning
Life Insurance
Tax (financial) Adviser
Generic
Securities
Managed Investments
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
