Dean has a wealth of knowledge and experience having worked as an accountant for many years. He holds a Bachelor of Business (Accounting), Diploma of Financial Planning and has also undertaken additional study in relation to self-managed superannuation funds. Dean is passionate about financial markets, business and the economy. He is a supporter of the Western Bulldogs in the AFL and in a past life was; a Premier Grade cricketer in Melbourne, a fishing guide in the top end of Australia including The Kimberley and a scratch handicap golfer. Dean enjoys golf and keeping fit.
Dean is always prompt, clear, and exacting in his advice, explanations, and responses to our questions regarding our self managed super fund. We are always impressed with the fact that he is up to date with trends, political and social change, and can capably build this knowledge into his recommendations to us. Probably though, it is his ability to show his understanding of US... our lifestyle, our expectations, and our needs to support the future we want that we most appreciate about him.
I feel very confident in discussing any financial or personal issue with Dean. He takes the time to address any issues or queries I may have in a reasonable timeframe. I have the upmost confidence in the advice given by Dean and would recommend his services to anyone.
Dean continues to provide sound financial advice to our family on investments and superanuation management. His advice is well considered, balanced and timely and he is always courteous and considerate of those he deals with. He makes sure he explains in detail and more broadly what markets are doing and where opportunities lie.
I'm at the point in life where I need to start thinking about retirement. Dean has been wonderful to deal with and very helpful in providing a clear retirement plan for me. Thanks to Dean I don't have to worry about my future finances. He has organised everything while keeping my best interest at heart. Thank you Dean and the team at The Investment Collective.
Dean has expertly steered us through a change over of our investments and super funds from another company to The Investment Collective. This has been drawn out by the other company to release our funds but Deans persistence on our behalf has been successful. He has kept us up to date throughout this tussle at all times. We have found Dean very easy to deal with and his advice is given in a friendly manner. He is very approachable and we have every confidence in his efforts.
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2017
- Years of experience 6
- Bachelor of Business (Accounting)
Oracle Advisory GroupSuite 3, 145 East St
Rockhampton, QLD 4700
- 8:00am – 5:00pm Monday – Friday
Oracle Advisory Group Pty. Ltd.