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Dean Tuckerman

Financial Adviser

Oracle Advisory Group
Charlestown, NSW 2290

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About

Dean Tuckerman is an ASIC-registered financial adviser based in Charlestown, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce (Finance) from the University of Newcastle (2000) and FSR Accreditation from The Centre for Business Solutions (2002), Dean brings a wealth of knowledge and experience to his practice. He is also committed to upholding the highest ethical standards, as evidenced by his completion of the TPB Code of Professional Conduct with Kaplan in 2016. Dean is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Securities, and Government Debt Securities. He is passionate about empowering his clients to make informed decisions that align with their unique circumstances and aspirations. Key services Dean offers: • Superannuation advice to help you plan for a comfortable retirement • Insurance solutions to protect you and your family from unforeseen events • Wealth management strategies to grow your assets and achieve financial security • Investment guidance tailored to your risk tolerance and investment objectives • Advice on Investment Life Insurance, Securities and Government Debt Securities Ready to take control of your financial future? Contact Dean Tuckerman today for a consultation and discover how he can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Securities Government Debt Securities Superannuation planning Insurance solutions Wealth accumulation strategies Investment advice Retirement planning Securities Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000540806

Verify on ASIC Register

Authorised Representative Number

000259197

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Dean Tuckerman offer?

Dean Tuckerman provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Securities and Government Debt Securities. He tailors his advice to meet your individual needs and financial goals.

What are Dean Tuckerman's qualifications and experience?

Dean holds a Bachelor of Commerce (Finance) from the University of Newcastle and FSR Accreditation from The Centre for Business Solutions. He also completed the TPB Code of Professional Conduct with Kaplan, ensuring he adheres to the highest ethical standards.

How does the financial advice process work with Dean Tuckerman?

The process typically begins with an initial consultation to understand your financial situation and goals. Dean will then develop a personalized financial plan, implement the plan with your approval, and provide ongoing support and reviews to ensure it remains aligned with your evolving needs.

What can I expect from working with a financial advisor like Dean Tuckerman?

You can expect to gain clarity and confidence in your financial decisions. Dean will provide expert guidance, personalized strategies, and ongoing support to help you achieve your financial goals, whether it's retirement planning, wealth accumulation, or protecting your family's future.

Is Dean Tuckerman obligated to act in my best interests?

Yes, as an ASIC-registered financial advisor, Dean is legally obligated to act in your best interests when providing financial advice. This means he must prioritize your needs and objectives above his own.

Get in Touch

Contact Dean directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.