Neal Dunne
Financial Adviser
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About
Neal Dunne is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Neal combines extensive experience with a commitment to ongoing professional development, holding a Diploma of Financial Planning (FPA, 1995), a Bachelor of Business (RMIT, 1997), CFP certification (FPA, 1997), and SMSF Specialist Advisor accreditation (SPAA, 2009). As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Neal adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, ensuring his clients receive well-rounded strategies aligned with their individual needs and aspirations. This includes superannuation, insurance, wealth management, and retirement planning. Neal's expertise covers: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need guidance on managing your superannuation or SMSF, Neal provides clear, practical advice to help you make informed decisions. Contact Neal today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Neal Dunne offer?
Neal Dunne provides comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. He is also an SMSF Specialist Advisor.
What are Neal Dunne's qualifications and professional memberships?
Neal holds a Diploma of Financial Planning, a Bachelor of Business, CFP certification, and SMSF Specialist Advisor accreditation. He is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What is the process of working with Neal Dunne?
The process typically begins with an initial consultation to understand your financial goals and current situation. Neal will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your changing needs.
How can Neal Dunne help with my retirement planning?
Neal can assist with all aspects of retirement planning, including superannuation optimization, retirement income projections, and strategies to maximize your retirement savings.
What should I expect during my first meeting with Neal Dunne?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This meeting is an opportunity for Neal to understand your needs and explain how he can help you achieve your financial objectives.
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