Financial Adviser · CAMMERAY, NSW

Elizabeth Jane Dean

CAMMERAY, NSW
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001262907
Practice
Cammeray, NSW (practice address on ASIC register)
Licensed through Sira Group

About Elizabeth Jane Dean

Elizabeth Jane Dean is a financial adviser based in Cammeray, New South Wales, with 9 years of experience in the financial services industry since 2017. Elizabeth works at Deanstone Financial Planning, which is licensed through Sira Group. Elizabeth holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Elizabeth's qualifications include a Master of Applied Finance from Macquarie University. Elizabeth 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

Authorised to provide tax financial advice services

Qualifications and Training

2008
Accredited Derivatives Adviser
ASX
2009
Diploma of Financial Services NS50804
Kaplan Training
2010
Advanced Diploma of Financial Planning
Kaplan Professional
2010
SMSF Funds
Kaplan Training
2012
Master of Applied Finance
Macquarie University
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Economic & Legal Process for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Jan 2021 - Present Current
Jul 2019 - Dec 2020 Ceased
CHANCELLOR PORTFOLIO SERVICES PTY LTD
Mar 2017 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register