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Jack Deane

Jack Deane

Financial Adviser

Bundaberg, QLD 4670

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About

Jack Deane is an ASIC-registered financial adviser based in Bundaberg, Queensland, committed to providing tailored financial solutions to help clients achieve their financial goals. With a strong academic foundation including a Bachelor of Accounting from CQU University (2015), a Graduate Diploma in Chartered Accounting (2017), and a Graduate Diploma in Financial Planning from Kaplan (2020), Jack possesses the knowledge and expertise to deliver comprehensive financial advice. As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Stockbrokers and Investment Advisers Association (SIAA), Jack adheres to the highest ethical and professional standards. He is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. Jack is dedicated to building long-term relationships with his clients, offering personalized strategies to navigate the complexities of the financial landscape. • Superannuation Advice • Wealth Management Strategies • Investment Advice (Securities & Derivatives) • Retirement Planning Ready to take control of your financial future? Contact Jack Deane today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Superannuation strategies Wealth accumulation Investment portfolio construction Retirement planning Securities & derivatives advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice 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

001284180

Verify on MoneySmart Register

Frequently Asked Questions

What services does Jack Deane offer?

Jack Deane provides a comprehensive range of financial services including superannuation advice, wealth management strategies, and investment advice covering securities and derivatives. He also specialises in retirement planning.

What qualifications does Jack Deane have?

Jack holds a Bachelor of Accounting from CQU University, a Graduate Diploma in Chartered Accounting, and a Graduate Diploma in Financial Planning. He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Stockbrokers and Investment Advisers Association (SIAA).

What is the process for becoming a client of Jack Deane?

The process typically begins with an initial consultation to discuss your financial goals and current situation. Following this, Jack will develop a tailored financial plan designed to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your needs.

What can I expect when working with Jack Deane?

You can expect personalized advice, clear communication, and a commitment to helping you achieve your financial goals. Jack prioritizes building long-term relationships with his clients based on trust and transparency.

Can Jack Deane help me with my superannuation?

Yes, Jack Deane is authorized to provide advice on superannuation, including selecting the right fund, consolidating multiple accounts, and developing a retirement income strategy.

Get in Touch

Contact Jack 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.