Dean Cowdroy
About Me
Specializing in retirement planning, investment strategies and risk management, Dean is committed to helping clients achieve their financial goals. As a registered Financial Adviser at Up Wealth Management, Dean helps his clients develop personalized financial plans and provides ongoing portfolio management for clients seeking tailored advice solutions. Dean combines detailed analysis with excellent communication skills to build long-term client relationships with his clients. In addition to his services, Dean is also a member of the Financial Planning Association Australia (FAAA) and is dedicated to professional development and client empowerment.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 1 Years
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Licensed By Consultum Financial Advisers Pty Ltd