Dean Loosmore
Financial Adviser in Boyne Island, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312917
- Location
- Boyne Island QLD 4680
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 29 March 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, Christian Heritage College (2004); Diploma of Financial Services (Financial Planning), Kaplan (formerly FINSIA) (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2011); Master of Financial Planning, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CAANZ - FP specialist; Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner; Institute of Public Accountants (IPA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Dean Loosmore
Dean Loosmore is a financial adviser in Boyne Island, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000312917.
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. That authorisation dates from 29 March 2019.
The register records 2007 as the year Dean first provided financial advice. Qualifications and training on file include Bachelor of Business (Christian Heritage College, 2004), Diploma of Financial Services (Financial Planning) (Kaplan (formerly FINSIA), 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2011). Professional memberships recorded: CAANZ – FP specialist, Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Loosmore a registered financial adviser?
Yes. Dean Loosmore is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312917.
Which licensee does Dean Loosmore work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Dean Loosmore give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.