Dean Newman
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001248782
- Location
- North Sydney NSW 2060
- Licensee
- Forvis Mazars Wealth Management Pty Ltd (AFSL 484885)
- Authorised since
- 17 October 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, University of Western Sydney (1993); CA Program, Institute of Chartered Accountants (1996); Graduate Certificate in Financial Planning, Securities Institute (2004); RG146, Financial Education Professionals (2016); FASEA Exam, FASEA (2021); Client Engagement Skills, Kaplan (2025); Estate and Succession Planning, Kaplan (2025); Ethics and Professionalism in Financial Advise, Kaplan (2025); Insurance Advice, Kaplan (2025); Investment Advice, Kaplan (2025); Taxation for Financial Planning, Kaplan (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Institute of Chartered Accountants (Certificate of Public Practice); SMSF Association
- Advice areas
- self-managed superannuation funds
- Restriction
- Limited to Superannuation Advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Dean Newman
Dean Newman is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001248782.
Advice is given under the Australian financial services licence of Forvis Mazars Wealth Management Pty Ltd, licence number 484885. That authorisation dates from 17 October 2016.
The register records 2016 as the year Dean first provided financial advice. The qualifications listed for Dean include Bachelor of Commerce (University of Western Sydney, 1993), CA Program (Institute of Chartered Accountants, 1996) and Graduate Certificate in Financial Planning (Securities Institute, 2004). Dean is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ), Institute of Chartered Accountants (Certificate of Public Practice) and SMSF Association.
Dean is authorised to advise on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Limited to Superannuation Advice.”
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Questions people ask
Is Dean Newman a registered financial adviser?
Yes. Dean Newman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001248782.
Which licensee does Dean Newman work under?
Forvis Mazars Wealth Management Pty Ltd, Australian financial services licence 484885.
What can Dean Newman give advice on?
The register lists these advice areas: self-managed superannuation funds. It also records this restriction: "Limited to Superannuation Advice."