Financial Adviser
· SYDNEY, NSW
Dennis Navan
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005364
Dennis Navan is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Dennis is currently authorised under Jbwere Ltd. Dennis holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Dennis is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Commerce
The University of New South Wales
2001
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited
2002
Certified Financial Planner
Financial Planning Association
2020
Ethics for Financial Services
Ethics - Deakin University