Dean Thompson
Financial Adviser
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About
Dean Thompson is an ASIC-registered financial adviser based in Caloundra West, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Dean holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2003), supplemented by specialist training in Margin Lending and Geared Investments (2010), and an Advanced Diploma of Financial Planning from Kaplan Professional Education (2014). Dean is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and suitable strategies. This includes superannuation advice, insurance solutions, wealth management strategies, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice to grow and protect your retirement savings • Insurance solutions tailored to safeguard your assets and family's future • Wealth management strategies designed to help you accumulate and preserve wealth • Retirement planning to ensure a comfortable and secure future Ready to take control of your financial future? Contact Dean Thompson today for a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Dean Thompson offer?
Dean Thompson provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including securities and government debt securities.
What qualifications does Dean Thompson have?
Dean Thompson holds a Diploma of Financial Services (Financial Planning), specialist training in Margin Lending and Geared Investments, and an Advanced Diploma of Financial Planning.
How can Dean Thompson help me plan for retirement?
Dean Thompson can help you develop a comprehensive retirement plan, including strategies for accumulating wealth, managing risk, and ensuring a comfortable and secure retirement.
What is the process for working with Dean Thompson?
The process typically begins with an initial consultation to understand your financial goals and circumstances. Dean will then develop a personalized financial plan tailored to your specific needs. Regular reviews will ensure your plan remains aligned with your evolving goals.
What can I expect during my first meeting with Dean Thompson?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Dean will explain his services and how he can help you achieve your objectives. It's an opportunity to get to know each other and determine if you're a good fit.
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