Dennis Souksamlane

My role is to be the trusted adviser for my clients. I use my expert knowledge in superannuation, investing and retirement planning to help my clients retire comfortably. I have 20 years of experience in financial planning.

I hold three university degrees. My qualifications include a Master of Financial Planning, a Bachelor of Applied Finance, a Bachelor of Commerce (Accounting) and a Diploma of Australian Tax Law. I am a Certified Financial Planner® and a Chartered Tax Adviser.

I am a past winner of Australian Unity’s Professionalism Award which recognised the quality of my advice, process and systems, and my compliance excellence.

My clients include medical practitioners, lawyers, accountants, engineers, creatives, small business owners, air traffic controllers, and public servants. I am one of the few experts in Sydney on Commonwealth Government defined benefit super schemes (CSS and PSS).

I offer face-to-face meetings in the Sydney CBD or video meetings subject to your preference.

You can read testimonials from my clients via my website: www.definedadvice.com.au/testimonials