Dean Anthony Greacen
Financial Adviser in Albury, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000977
- Location
- Albury NSW 2640
- Licensee
- DMG Licensee Services Pty Ltd (AFSL 545863)
- Authorised since
- 1 April 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Accounting), CSU (1995); SAFAA Professional Diploma in Stockbroking, SAFAA (2009); Ethics & Professionalism in Financial Advice, Kaplan (2021); Economic and Legal Context for Financial Planning, Kaplan (2023); Client Engagement Skills, Kaplan (2024)
- Memberships
- Boutique Financial Planning Principals Association Inc.; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Dean Anthony Greacen
On the Financial Advisers Register kept by ASIC, Dean Anthony Greacen appears as a current financial adviser in Albury, New South Wales, adviser number 001000977.
The licensee Dean advises under is DMG Licensee Services Pty Ltd (AFS licence 545863). The current authorisation started on 1 April 2023.
The register records 2010 as the year Dean first provided financial advice. The qualifications listed for Dean include Bachelor of Business (Accounting) (CSU, 1995), SAFAA Professional Diploma in Stockbroking (SAFAA, 2009) and Ethics & Professionalism in Financial Advice (Kaplan, 2021). Professional memberships recorded: Boutique Financial Planning Principals Association Inc. and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Dean Anthony Greacen a registered financial adviser?
Yes. Dean Anthony Greacen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000977.
Which licensee does Dean Anthony Greacen work under?
DMG Licensee Services Pty Ltd, Australian financial services licence 545863.
What can Dean Anthony Greacen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.