Dean Winfield
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Dean Winfield is an ASIC-registered financial adviser dedicated to helping individuals and families in Horsham and beyond achieve their financial goals. With an Advanced Diploma of Financial Services (Financial Planning) from Tribeca (2004) and a Graduate Diploma of Financial Planning from Kaplan Professional (2021), Dean possesses a strong foundation of knowledge and expertise. He continually updates his skills, completing FPC001B, FPC002B, and FPC007B through Kaplan Professional in 2020. As a Certified Financial Planner (CFP) with the FPA and a member of the Financial Advice Association of Australia (FAAA), 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, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Dean takes a holistic approach, tailoring strategies to meet each client's unique needs and circumstances. • Superannuation advice • Retirement planning • Insurance solutions • Wealth management strategies • Investment advice Ready to take control of your financial future? Contact Dean Winfield today to schedule a consultation and discover how he can help you achieve your dreams.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Dean Winfield offer?
Dean Winfield provides comprehensive financial advice, including superannuation, retirement planning, insurance, wealth management, and investment strategies. He can help you create a personalized plan to achieve your financial goals.
What are Dean Winfield's qualifications?
Dean Winfield holds an Advanced Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Financial Planning. He is also a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA).
What is the process of working with Dean Winfield?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Dean will then develop a tailored financial plan and work with you to implement it. Regular reviews will ensure your plan remains aligned with your evolving needs.
What should I expect during my first meeting with Dean Winfield?
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 approach to financial planning and answer any questions you may have.
How can financial advice from Dean Winfield help me achieve my retirement goals?
Dean can help you develop a retirement plan that considers your desired lifestyle, income needs, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you build a comfortable retirement.
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.