Financial Adviser
· SYDNEY, NSW
Dean Horwitz
No disciplinary history on record with ASIC
SYDNEY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264588
About Dean Horwitz
Dean Horwitz is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Dean is currently authorised under Newell Palmer Securities. Dean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dean's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Dean 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor Of Economics
Macquarie University
2010
Bachelor of Applied Finance
Macquarie University
2011
Master of Economics
Macquarie University
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Certified Financial Planner
Financial Planning Association of Australia
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional