Dean Crokidas
BBus (Banking & Finance) AdvDipFS
Financial Adviser
I’m passionate about assisting clients to achieve their financial goals. My compassionate and reliable approach helps me understand their needs in order to best tailor comprehensive advice to their situation.
Dean is a clear and concise communicator who has worked in the financial services industry since 2007. Since owning his own financial planning business, Dean has developed a broad range of experience and skills in personal insurance, portfolio management, investments, superannuation and retirement planning. His approachable, easy going style ensures he comprehensively connects with his clients to fully understand their needs.
Investment Style
Dean focuses on developing long term relationships with clients. He enjoys assisting them through each life stage and ensuring their advice and strategies are inline with their current and long term financial and lifestyle goals.
Services and Specialties
Superannuation Advice
Personal Insurance
Investment Advice
Fixed Interest and Cash Management
Financial Planning
Wealth Management
Qualifications and Professional Affiliations
Bachelor of Business (Banking & Finance)
Diploma of Financial Services (Financial Planning)
Margin Lending & Geared Investments
Advanced Diploma of Financial Services (Financial Planning)
Self Managed Superannuation Funds
Associations
Adviser Practitioner of FAAA
Competencies
Margin Lending
Superannuation
Managed Investments
Life Insurance
Financial Planning
Generic
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
