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!”
I wanted to get advice to make sure I was working in the right direction to achieve financial freedom asap. Dean exudes confidence and it is obvious that he is extremely knowledgeable right across the board and was fantastic at explaining the pros and cons of one structure vs another. Highly recommend.
Dean and the team at Diversified are fantastic. While my investments are what I would consider to be modest, Dean and his team have always made me feel important by listening and always acting in my best interests. Integrity matters to me, which is why I choose Diversified.
Dean and his staff at Diversified Financial planners are exemplarily financial planners who have given myself and my partner fantastic advice that has yielded very positive results.
Dean has been astute in assessing our needs and wishes. He is able to draw on many different areas of expertise within his industry to provide the best solutions for us from all available options.
I’m so thankful that a friend who works in financial services recommended Dean to me a number of years ago. I’ve found Dean’s advice, knowledge and experience very reliable especially and I have no hesitation in recommending Dean to my friends and family.
- Adviser status Platinum
- Number of reviews 51
- First year providing advice 1999
- Years of experience 24
- Master of Financial Planning
Diversified Financial PlannersLandmark Centre, Level 1, 454-472 Nepean Hwy
Frankston, VIC 3199
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd