Financial Adviser
· CAMMERAY, NSW
Elizabeth Jane Dean
No disciplinary history on record with ASIC
CAMMERAY,
NSW
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262907
Currently at
Melbourne, VIC (firm address)
About Elizabeth Jane Dean
Elizabeth Jane Dean is a financial adviser based in Cammeray, New South Wales, with 9 years of experience in the financial services industry since 2017. Elizabeth is currently authorised under Sira Group, operating through The Trustee For Dean Elstone Family Trust. Elizabeth holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Elizabeth's qualifications include a Master of Applied Finance from Macquarie University. Elizabeth is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Accredited Derivatives Adviser
ASX
2009
Diploma of Financial Services NS50804
Kaplan Training
2010
Advanced Diploma of Financial Planning
Kaplan Professional
2010
SMSF Funds
Kaplan Training
2012
Master of Applied Finance
Macquarie University
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Economic & Legal Process for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan