Financial Adviser · COFFS HARBOUR, NSW

Dean Andrew Reeves

25 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000295566

Dean Andrew Reeves is a financial adviser based in Coffs Harbour, New South Wales, with 25 years of experience in the financial services industry. Dean is currently authorised under Matrix Planning Solutions Limited. Dean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (majoring in Accounting) from Southern Cross University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2004

Certificate IV in Financial Planning

Integratec

2012

Bachelor of Business (majoring in Accounting)

Southern Cross University

2015

FNS60410 Advanced Diploma of Financial Planning

Kaplan Professional Education

Registration History

Matrix Planning Solutions Limited

Sep 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

A.C.N. 133 593 012 PTY LTD

Apr 2009 - Sep 2022 Ceased

Excludes SMSF

Source: ASIC Financial Advisers Register