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Dennis Souksamlane

Financial Adviser

Defined Financial Advice
Sydney, NSW 2000

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About

Dennis Souksamlane is an ASIC-registered financial adviser dedicated to helping individuals and families in Sydney achieve their financial goals. With a strong academic foundation, including a Bachelor of Applied Finance/Commerce/Accounting from Macquarie University and a Master of Commerce (Financial Planning) from the University of Western Sydney, Dennis brings a wealth of knowledge and expertise to his clients. He further enhanced his knowledge with a Diploma of Australian Tax Law from the Tax Institute of Australia and AU Inhouse SMSF Accreditation from AUPFS. As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA), Dennis adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. Dennis offers tailored financial solutions designed to meet each client's unique circumstances and aspirations. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Dennis today for a consultation and discover how he can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Insurance solutions Investment strategies SMSF 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

000234459

Verify on ASIC Register

Authorised Representative Number

000340201

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Dennis Souksamlane offer?

Dennis provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. He can tailor advice to your specific needs and goals.

What are Dennis Souksamlane's qualifications and professional memberships?

Dennis holds a Bachelor of Applied Finance/Commerce/Accounting from Macquarie University, a Master of Commerce (Financial Planning) from the University of Western Sydney, a Diploma of Australian Tax Law from the Tax Institute of Australia, and AU Inhouse SMSF Accreditation from AUPFS. He is also a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA).

What can I expect during my first meeting with Dennis?

During your initial consultation, Dennis will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear explanation of the advice process and how he can help you achieve your objectives.

How does Dennis Souksamlane stay up-to-date with the latest financial regulations and market trends?

Dennis is committed to ongoing professional development and regularly attends industry conferences, seminars, and training programs to stay informed about the latest changes in financial regulations and market trends. This ensures that he can provide his clients with the most relevant and effective advice.

Can Dennis help me with my superannuation and retirement planning?

Yes, Dennis specialises in superannuation and retirement planning. He can help you choose the right superannuation fund, develop a retirement income strategy, and ensure that you have enough money to live comfortably throughout your retirement.

Get in Touch

Contact Dennis directly for personalised advice.

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