DEAN NEWMAN
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Sydney
1996 - CA Program - Professional Designations - Institute of Chartered Accountants
2004 - Graduate Certificate in Financial Planning - - Securities Institute
2016 - RG146 - - Financial Education Professionals
2021 - FASEA Exam - Other - FASEA
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2025 - Estate and Succession Planning - Other - Kaplan
2025 - Ethics and Professionalism in Financial Advise - Bridging Course - Ethics - Kaplan
2025 - Insurance Advice - Other - Kaplan
2025 - Investment Advice - Other - Kaplan
2025 - Taxation for Financial Planning - Other - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Institute of Chartered Accountants (Certificate of Public Practice)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.