Dennis Spiroski

Navigate Financial Group

Gold
6 Yrs Experience
Brighton-Le-Sands, NSW 2216

Recent reviews

Navigate Financial Group

Level 5, 376 Bay St
Brighton-Le-Sands, NSW 2216

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 4
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualifications
    • Diploma of Financial Planning (DFP 1-8)
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.95
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Dennis has given me advice in the aged care area. He was always able to explain things to me in a clear & concise manner. Through Dennis's knowledge & experience, I feel extremely confident that the advice was best for the needs of my aunt & uncle. Dennis was very attentive & I always felt valued as one of his clients. Nothing was ever too much trouble for Dennis."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was thrown into advising a family member who needed help with his financial arrangements, selling his home and entering into an aged care facility. Although I am an FCA I knew nothing about the pension, the asset & income rules et al. Dennis expertly steered me through the process to achieve an excellent solution which I understood."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Denis is a very honest person and will go the extra mile to help. He doesn't push his services and let's people make up their own minds."

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have had several financial advisers in recent years but none compare to this outstanding young gentlemen. His attention to detail and willingness to go above and beyond shows he is a financial adviser who isn't just wanting to make a quick buck, but rather cares for his client's wellbeing and investments. He is efficient, prompt, professional and down to earth. Will recommend him to all my friends and family."

  • Superannuation
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Borrowing

Qualifications & Training

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Accredited Aged Care Professional

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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