Data sourced from ASIC Financial Advisers Register
Financial Adviser · HORSHAM, VIC

Dean Jason Winfield

HORSHAM, VIC
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000264965
Practice
Planrite Advice Group
Horsham, VIC (practice address on ASIC register)
Licensed through Horsham Licensing Services
View practice

About Dean Jason Winfield

Dean Jason Winfield is a financial adviser based in Horsham, Victoria, with 22 years of experience in the financial services industry since 2004. Dean works at Planrite Advice Group, which is licensed through Horsham Licensing Services. Dean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dean's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Dean is a member of CFP - Certified Financial Planner (FPA) and 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

2004
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2020
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Horsham Licensing Services Pty Ltd
Feb 2024 - Present Current
Horsham Licensing Services Pty Ltd
Jan 2024 - Jan 2024 Ceased
Hillross Financial Services Limited
Jul 2011 - Feb 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SIRISTON GROUP LTD
Apr 2005 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register