Financial Adviser
· GREENSBOROUGH, VIC
Kathleen Marie Therese Dean
No disciplinary history on record with ASIC
GREENSBOROUGH,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255721
Kathleen Marie Therese Dean is a financial adviser based in Greensborough, Victoria, with 9 years of experience in the financial services industry since 2017. Kathleen is currently authorised under Skye Money, operating through Thompson Financial Services. Kathleen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kathleen's qualifications include a CFP Certification Program (CFP 1-4) from Financial Planning Association of Australia. Kathleen is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Finance)
Monash University
2015
CFP Certification Program (CFP 1-4)
Financial Planning Association of Australia
2021
Ethics for Financial Services
Ethics - Deakin