Financial Adviser · WEST END, QLD

Delwen Ruth Dean

WEST END, QLD

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000303424

Licensee

Charter Financial Planning Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Delwen Ruth Dean

Delwen Ruth Dean is a financial adviser based in West End, Queensland, with 20 years of experience in the financial services industry since 2006. Delwen works at Charter Financial Planning, which is licensed through Charter Financial Planning Limited. Delwen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Delwen's qualifications include a Master of Financial Planning from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

AMP Financial Services

2017

Master of Financial Planning

Griffith University

2021

7269AFE/7815AFE Ethics and Professionalism

Ethics - Griffith University

2021

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2022

FPE016 Self Managed Super Funds

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2019 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Jul 2006 - Jun 2019 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register