principal financial adviser at defined financial advice@ Defined Financial Advice
Sydney, New South Wales, Australia
Dennis Souksamlane
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Macquarie University
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Tell me more about Dennis Souksamlane?
FlashIntel GPTDennis Souksamlane is an experienced financial advisor with 18.8 years of work experience. He specializes in retirement planning, wealth management, superannuation, and strategic financial planning. Based in Sydney, Australia, Dennis specializes in developing strategies to increase the financial well-being of his clients. He provides financial advice to his clients and acts in their best interests. His specialties include investment advice, wealth maximisation strategies, estate planning, social security, and wealth protection. Dennis has worked in various financial roles, including Principal Financial Adviser at Defined Financial Advice and Financial Planner at Avant Mutual and Industry Fund Services.
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About
I specialise in the development of strategies to increase the financial well-being of my clients. This includes providing an ongoing relationship where my clients can access my knowledge, experience and expertise to help them across a wide range of financial areas. I provide financial advice to my clients and act in their best interests. Specialties: - Investment Advice - Super & Retirement Planning - Wealth Maximisation Strategies - Estate Planning - Social Security - Wealth Protection - Commonwealth Government Defined Benefit Schemes (CSS, PSS, Military Super) - Complete Financial Strategy Development, Implementation & Ongoing Review
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principal financial adviser at defined financial advice
Financial Services
Dennis Souksamlane's Professional Milestones
- Paraplanner (2006-11-01~2007-03-01): Mastering the art of building and building a skilled team to support project completion and client satisfaction.
- Financial Adviser (2011-10-01~2013-04-01): Providing strategic financial advice, driving clients' financial profitability through effective planning and analysis.
Education
Accounting,
Finance,
Bachelor Of Commerce,
Bachelors
946684800-1072915200Skill
Retirement Planning
Wealth Management
Superannuation
Strategic Financial Planning
Financial Services
Portfolio Management
Investments
Financial Advisory
Financial Planning
Equities
Estate Planning
Wealth
Investment Strategies
Risk Management
Pensions
Business Strategy
Finance
Commonwealth Government Defined Benefit Schemes
Certification
Other Named Dennis Souksamlane
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Dennis Souksamlane works for Defined Financial Advice
Dennis Souksamlane's role in Defined Financial Advice is principal financial adviser at defined financial advice
Dennis Souksamlane works in the industry of Financial Services
Dennis Souksamlane's latest job experience is principal financial adviser at defined financial advice at Defined Financial Advice
Dennis Souksamlane's latest education in Macquarie University
