Financial Adviser
· PASCOE VALE, VIC
Dean Anthony Agresta
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008472
Dean Anthony Agresta is a financial adviser based in Pascoe Vale, Victoria, with 21 years of experience in the financial services industry since 2005. Dean is currently authorised under Intergenerational Wealth Group. 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Business (Banking & Finance)
Royal Melbourne Institute of Technology
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Government Debentures, Stocks or Bonds - Class of Product Advice Only ; Securities - Class of Product Advice Only
Source: ASIC Financial Advisers Register