Dean Naylor
BCom(Fin&FinPlan)
Financial Planner / Stockbroker
I provide tailored, holistic advice while building strong relationships to help my clients achieve lasting success – aligning strategies with their unique goals, lifestyle needs, and long-term aspirations.
Dean is a Financial Adviser and Stockbroker at Morgans Wollongong. He holds a Bachelor of Commerce, majoring in Finance and Financial Planning and provides personalised advice across a range of investment and financial strategies. Dean approaches his work with a strong technical foundation and a clear focus on helping clients make confident, informed financial decisions.
Investment Style
Dean takes a comprehensive and client-focused approach to financial planning, tailoring investment strategies to meet individual goals and circumstances. His areas of expertise include stockbroking, superannuation, retirement planning, wealth accumulation and tax-effective strategies. By combining personalised advice with ongoing guidance, Dean helps clients build, manage and protect their wealth to achieve financial security and long term lifestyle outcomes.
Services and Specialties
Aged Care
Stockbroking
Wealth Management
Superannuation Advice
Investment Advice
Retirement and Estate Planning
Fixed Interest and Cash Management
Self-Managed Super Funds
Financial Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Accredited Aged Care Professional™
Bachelor of Commerce (Finance and Financial Planning)
Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Life Insurance
Financial Planning
Generic
Superannuation
Securities
Managed Investments
I am employed by Koleshore Pty Ltd which operates the business of Morgans Financial Limited - Wollongong. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
