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Dean Crokidas

Dean Crokidas

BBus (Banking & Finance) AdvDipFS
Authorised representative number: 000324692

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

Personal Insurance
Wealth Management
Financial Planning
Fixed Interest and Cash Management
Investment Advice
Superannuation Advice

Industry Experience

Sectors Covered

Dean Crokidas's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Business (Banking & Finance)
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Financial Planning)
Self Managed Superannuation Funds
Margin Lending & Geared Investments

Associations

Adviser Practitioner of FAAA

Competencies

Generic
Securities
Managed Investments
Margin Lending
Superannuation
Financial Planning
Life Insurance

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. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.