Financial Adviser
· MELBOURNE, VIC
Kathleen Marie Therese Dean
No disciplinary history on record with ASIC
MELBOURNE,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255721
About Kathleen Marie Therese Dean
Kathleen Marie Therese Dean is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry since 2017. Kathleen is currently authorised under Mbs Advice Licence. Kathleen holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Kathleen's qualifications include a CFP Certification Program (CFP 1-4) from Financial Planning Association of Australia. Kathleen is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Finance)
Monash University
2015
CFP Certification Program (CFP 1-4)
Financial Planning Association of Australia
2021
Ethics for Financial Services
Ethics - Deakin