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Dean Crokidas

Dean Crokidas

Financial Adviser

Morgans Financial Limited
Brisbane, QLD 4001

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About

Dean Crokidas is an ASIC-registered financial adviser based in Brisbane, QLD, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a solid foundation built upon a Bachelor of Business (Banking & Finance) from QUT (2005), Dean further honed his expertise through a Diploma of Financial Services (Financial Planning) in 2008 and an Advanced Diploma in 2010, both from RG146 Training Australia Pty Ltd. Dean also holds specialist qualifications in Margin Lending and Geared Investments, as well as Self Managed Superannuation Funds. As a member of the Financial Advice Association of Australia (FAAA), Dean adheres to the highest professional and ethical standards, ensuring clients receive trustworthy and reliable advice. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. Dean is committed to providing personalised financial solutions that address the unique circumstances and aspirations of each client. His services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Investment Advice • Retirement Planning Ready to take control of your financial future? Contact Dean today to schedule a consultation and discover how he can help you achieve your financial goals.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation Advice Retirement Planning Wealth Management Insurance Solutions Investment Strategies

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

000235410

Verify on ASIC Register

Authorised Representative Number

000324692

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Dean Crokidas offer?

Dean Crokidas specialises in superannuation advice, insurance solutions, wealth management, investment advice, and retirement planning. He provides tailored advice based on your individual needs and goals.

What qualifications does Dean Crokidas have?

Dean holds a Bachelor of Business (Banking & Finance), a Diploma and Advanced Diploma of Financial Services (Financial Planning), and specialist qualifications in Margin Lending and Self Managed Superannuation Funds. He is also a member of the Financial Advice Association of Australia (FAAA).

What is the process of working with Dean Crokidas?

The process typically starts with an initial consultation to understand your financial situation and goals. Dean will then develop a personalised financial plan and work with you to implement and monitor the plan over time.

What can I expect during my first meeting with Dean?

During your first meeting, Dean will ask you questions about your current financial situation, your goals, and your risk tolerance. He will also explain his services and how he can help you achieve your financial objectives.

Is Dean Crokidas qualified to provide SMSF advice?

Yes, Dean Crokidas has specialist qualifications in Self Managed Superannuation Funds and is authorised to provide advice on SMSFs.

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.