Financial Adviser
· SYDNEY, NSW
Dean O'neill
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000449132
Dean O'neill is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Dean is currently authorised under Djt Wealth 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 Certified Financial Planner from FPA. Dean 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
Macquarie University
2003
Diploma of Financial Planning
Deakin University
2006
Certified Financial Planner
FPA
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Authorised to provide personal financial product advice to retail clients on: MDA Services, Miscellaneous Financial Risk Products
Source: ASIC Financial Advisers Register