Financial Adviser
· NORTH SYDNEY, NSW
Dean Newman
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001248782
Dean Newman is a financial adviser based in North Sydney, New South Wales, with 10 years of experience in the financial services industry. Dean is currently authorised under Forvis Mazars Wealth Management Pty Ltd. Dean holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Western Sydney. Dean is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Institute of Chartered Accountants (Certificate of Public Practice) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
SMSF
Restrictions: Limited to Superannuation Advice.
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce
University of Western Sydney
1996
CA Program
Institute of Chartered Accountants
2004
Graduate Certificate in Financial Planning
Securities Institute
2016
RG146
Financial Education Professionals
2021
FASEA Exam
FASEA
2025
Client Engagement Skills
Behavioural Finance - Kaplan
2025
Estate and Succession Planning
Kaplan
2025
Ethics and Professionalism in Financial Advise
Ethics - Kaplan
2025
Insurance Advice
Kaplan
2025
Investment Advice
Kaplan
2025
Taxation for Financial Planning
Kaplan