2015 Regional winner AMPFP Adviser of the Year and inaugural winner Now Infinity Best SMSF Strategy Award, CEO & Founder of Diversified Financial Planners (18 years); a financial planning company in Melbourne, specialising in Self Managed Super Funds (SMSFs) and complex advice areas.
I first started in the financial planning industry in 1998, where I mainly focused on insurance and retail super funds. Soon after, estate planning took my interest because advice was poor across the industry.
In 2005, I made the decision to focus on SMSFs which allowed me to use a variety of strategies where I could add value, combined with the much needed estate planning advice.
I suffered a serious illness in 2012. Leading up to this, I was 37 years old, fit and in great physical condition. Two weeks later I found myself paralysed and bedbound. Many people, including myself, think “this won’t happen to me.” This experience now provides a discussion point with clients which is “let’s think about the future and retirement, but let’s not forget about today; let’s find a balance.” As a result I now value my life & enjoy my lifestyle as much as possible.
Balance is achieved through my interests from snowboarding, skiing, scuba diving, hiking, travel, UFC and being a mild star wars fan! Experiencing the most life has to offer is important and this has led me to peruse my childhood dream of attaining my pilots licence.
I am passionate about helping people and building great relationships. We offer an end-to-end service for our clients, rather than transactional services. Our focus is to provide a comprehensive offering. Personally, I’m not interested in clients who want one-off advice, a term deposit in a super fund or one investment property and have us assist with their administration. We do have others in the practice that can assist clients with this. For Diversified it’s all about getting the structure right and adding value to our clients.
My Motto: “Never die wondering!”
Dean is always accessible and has given us solid financial advice for many years. Our Super Fund is in very safe hands and I would very highly recommend Dean for financial advice. Dean always explains information and options clearly. Our Super Fund is constantly monitored for opportunities and growth, - and this is always communicated to us in a timely way. Dean's expertise in his field is evident and we could not be happier with the service provided. Thank you Dean.
I am very comfortable having Dean as my Advisor,he explains things to me very clearly and makes them easy to understand.
Very professional adviser and a leader in SMSF operation and SMSF planning.
- Adviser status Gold
- Number of reviews 45
- First year providing advice 1999
- Years of experience 23
- Diploma of Financial Planning (1-8)
Diversified Financial PlannersLandmark Centre, Level 1, 454-472 Nepean Highway
Frankston, VIC 3199
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd