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Dean Whiting

Financial Adviser

Whitings Advisors
Montmorency, VIC 3094

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About

Dean Whiting is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning from Kaplan (2004), and further qualifications including Self Managed Superannuation Funds (2008), ASX Accredited Listed Products Adviser (2009), and a Diploma of Finance/Mortgage Broking Management (2012), Dean brings a wealth of knowledge and experience to his clients. As a member of the Financial Advice Association of Australia (FAAA) and the Mortgage and Finance Association of Australia, Dean adheres to the highest professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions, ensuring tailored strategies for each client's unique circumstances. Whether you are planning for retirement, seeking investment opportunities, or protecting your family's future, Dean can provide expert guidance. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice covering securities and government debt securities Ready to take control of your financial future? Contact Dean Whiting today for a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Risk management Investment advice Insurance solutions

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

000223280

Verify on ASIC Register

Authorised Representative Number

000245343

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Dean Whiting provide?

Dean Whiting is authorized to provide advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He can help you with all aspects of your financial life, from planning for retirement to protecting your family's future.

What qualifications and memberships does Dean Whiting hold?

Dean holds a Diploma of Financial Planning, qualifications in Self Managed Superannuation Funds and ASX Accredited Listed Products, and a Diploma of Finance/Mortgage Broking Management. He is a member of the Financial Advice Association of Australia (FAAA) and the Mortgage and Finance Association of Australia.

What is the process of working with Dean Whiting?

The process typically starts with an initial consultation to understand your financial goals and current situation. Dean will then develop a personalized financial plan tailored to your needs, which he will review and adjust as needed. He will provide ongoing support and guidance to help you stay on track.

How can superannuation advice from Dean Whiting benefit me?

Dean can provide expert advice on optimizing your superannuation contributions, choosing the right investment options, and planning for a comfortable retirement. He can also help you understand the complex rules and regulations surrounding superannuation.

What can I expect from a retirement planning session with Dean Whiting?

During a retirement planning session, Dean will assess your current financial situation, estimate your future retirement income needs, and develop a plan to help you achieve your retirement goals. This includes strategies for maximizing your superannuation, investments, and other assets.

Get in Touch

Contact Dean directly for personalised advice.

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