Financial Adviser · BRISBANE, QLD

Dean Crokidas

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000324692

Dean Crokidas is a financial adviser based in Brisbane, Queensland, with 18 years of experience in the financial services industry. Dean is currently authorised under Morgans Financial 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 (Banking & Finance) from QUT. 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

2005
Bachelor of Business (Banking & Finance)
QUT
2008
Diploma of Financial Services (Financial Planning)
RG146 Training Australia Pty Ltd
2010
Advanced Diploma of Financial Services (Financial Planning)
RG146 Training Australia Pty ltd
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2016
Self Managed Superannuation Funds
Kaplan Education Pty Ltd

Registration History

Jun 2020 - Present Current
AIW DEALER SERVICES PTY LTD
Oct 2013 - Nov 2019 Ceased
Apr 2008 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register