Dean Jason Winfield
Financial Adviser in Horsham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264965
- Location
- Horsham VIC 3400
- Licensee
- Horsham Licensing Services Pty Ltd (AFSL 552144)
- Authorised since
- 7 February 2024
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2004); FPC001B Economic & Legal Context for Financial Planning, Kaplan Professional (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); FPC007B Client Engagement Skills, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- Memberships
- CFP - Certified Financial Planner (FPA); 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 Jason Winfield
On the Financial Advisers Register kept by ASIC, Dean Jason Winfield appears as a current financial adviser in Horsham, Victoria, adviser number 000264965.
Dean provides advice as an authorised representative of Horsham Licensing Services Pty Ltd, which holds Australian financial services licence 552144. That authorisation dates from 7 February 2024.
According to the register, Dean first provided financial advice in 2004. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2004), FPC001B Economic & Legal Context for Financial Planning (Kaplan Professional, 2020) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Dean is recorded as a member of CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Dean is authorised to advise 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 Jason Winfield a registered financial adviser?
Yes. Dean Jason Winfield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264965.
Which licensee does Dean Jason Winfield work under?
Horsham Licensing Services Pty Ltd, Australian financial services licence 552144.
What can Dean Jason Winfield 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.