Dean Loosmore
Financial Adviser
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About
Dean Loosmore is an ASIC-registered financial adviser based in Boyne Island, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Dean's extensive qualifications include a Bachelor of Business from Christian Heritage College, a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan, and a Master of Financial Planning from Kaplan Professional, underpinned by Ethics and Professionalism training. As a member of CAANZ (FP specialist), the Financial Advice Association of Australia (FAAA), the Financial Planning Association (FPA) as a Certified Financial Planner, and the Institute of Public Accountants (IPA), Dean adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Dean provides expert advice and guidance across various financial domains, ensuring clients are well-informed and empowered to make sound decisions. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies • Risk management Ready to take control of your financial future? Contact Dean today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Dean Loosmore offer?
Dean Loosmore provides comprehensive financial advice encompassing superannuation, retirement planning, insurance, and investment strategies. He is authorized to advise on a wide range of products, including Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What qualifications and memberships does Dean Loosmore hold?
Dean holds a Bachelor of Business, a Diploma and Advanced Diploma of Financial Services (Financial Planning), a Master of Financial Planning, and has completed Ethics and Professionalism training. He is a member of CAANZ, the Financial Advice Association of Australia (FAAA), the Financial Planning Association (FPA) as a Certified Financial Planner, and the Institute of Public Accountants (IPA).
What can I expect during my first consultation with Dean Loosmore?
During your first consultation, Dean will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide a clear overview of how he can assist you and outline the next steps.
How can Dean Loosmore help me with my retirement planning?
Dean can help you develop a comprehensive retirement plan that considers your financial goals, superannuation, investment strategies, and risk management. He'll work with you to ensure you have a clear path to a comfortable and secure retirement.
Why should I choose Dean Loosmore as my financial adviser?
Dean's extensive qualifications, professional memberships, and commitment to ethical and professional standards make him a trusted choice. He provides tailored advice based on your individual needs and goals, empowering you to make informed financial decisions.
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