Demarco Dean – Financial Adviser
Adviser identifying number: 344580
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 16/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CB FINANCIAL PTY LTD
Authorised Representative identifying number: 303961
Authorised Representative’s ABN: 84120482313
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Diploma in Finance and Mortgage Broking Management – Kaplan Professional
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Margin Lending & Geared Investments – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- Mortgage & Finance Association of Australia (MFAA)
- SMSF Association
Demarco Dean is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility