Summary

Dean has been working in Investments since 2019. Most recently he attained the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with Yale School of Management. CIMA® is the international certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. Fewer than four out of 10 candidates who start the program successfully pass all requirements to earn the certification. https://investmenthelp.org/certification/certified-investment-management-analyst He has experience across Self Managed Superannuation Funds, Banking, Funds Management, Private Wealth Management, and Stockbroking. He has expertise across Investment Fundamentals, such as quantitative methods, applied finance and economics, and global markets; Investments, such as vehicles and structures, equity, fixed income, alternative investments, options & futures, real assets; Portfolio management & behavioral finance; Risk and return; Portfolio construction and consulting processes. For further information on how Dean can assist you, don’t hesitate to reach out and get in touch. Digital Credential https://certbadges.investmentsandwealth.org/d01b31e6-00d1-4092-8062-9b3e0a967bd8#acc.b8M4XLcz