Financial Adviser
· PARRAMATTA, NSW
Dean Short
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000769
Dean Short is a financial adviser based in Parramatta, New South Wales, with 18 years of experience in the financial services industry. Dean is currently authorised under Oracle Advisory Group Pty. Ltd. 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 Graduate Diploma Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
FTSA
2011
Margin Lending
Financial Education Professionals Pty Ltd
2013
Sefl Managed Superannuation Funds Knowledge
Pinnacle Financial Services Academy
2022
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Economic & Legal context for financial Planning FPC001B
Kaplan professional
2024
Taxation for Financial Planning FPC006
Kaplan Professional
2025
Graduate Diploma Financial Planning
Kaplan Professional