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Kathleen Dean Cfp® Email & Phone Number

Financial Adviser at Skye Wealth
Location: Melbourne, Victoria, Australia 6 work roles 5 schools
1 work email found @hewison.com.au LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@hewison.com.au
LinkedIn Profile matched
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Current company
Skye Wealth
Role
Financial Adviser
Location
Melbourne, Victoria, Australia
Company size
8 employees

Who is Kathleen Dean Cfp®? Overview

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Quick answer

Kathleen Dean Cfp® is listed as Financial Adviser at Skye Wealth, a company with 8 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at hewison.com.au and a matched LinkedIn profile for Kathleen Dean Cfp®.

Kathleen Dean Cfp® previously worked as Senior Associate Adviser - Insurance at Hewison Private Wealth and Associate Adviser - Insurance at Hewison Private Wealth. Kathleen Dean Cfp® holds Certified Financial Planner (Cfp) Certification from Financial Planning Association.

Company email context

Email format at Skye Wealth

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*@hewison.com.au
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AeroLeads found 1 current-domain work email signal for Kathleen Dean Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Kathleen Dean Cfp®

I enjoy helping people, and this was my main motivation for entering the Financial Planning profession and aspiring to become a Financial Adviser. I specialise in personal insurance advice and am dedicated to providing excellent service and working closely with Australians to achieve the best outcome for protecting their financial security.

Listed skills include Teamwork, Customer Service, Microsoft Office, Financial Analysis, and 41 others.

Current workplace

Kathleen Dean Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Skye Wealth
Skye Wealth
Financial Adviser
melbourne, victoria, australia
Website
thompsonfs.com.au
Employees
8
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Company profile
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6 roles

Kathleen Dean Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Adviser

Current
Skye Wealth

Melbourne, Victoria, Australia

Feb 2023 - Present

Senior Associate Adviser - Insurance

Hewison Private Wealth

Melbourne, Victoria, Australia

Dec 2021 - Feb 2023

Associate Adviser

Giles Wade

Melbourne, Australia

  • Responsibilities:
  • Attending client meetings with Senior Financial Adviser to review current situation, implement advice, and prepare file notes
  • Updating and preparing client documentation for client review meetings
  • Preparation of Tax Projections
  • Preparation of Portfolio Reports and client correspondence
  • Obtaining insurance quotes
Jul 2018 - Feb 2020

Client Relationship Manager

Bongiorno Group

Melbourne, Australia

  • Responsibilities:
  • Writing and researching compliant Financial Plans (Records of Advice and Statements of Advice) including the use of modelling software (XTools+)
  • Ensuring the timely implementation of client strategies including preparation and lodgment of paperwork and following up with investment institutions
  • Meeting with Financial Planners to identify new investment opportunities
  • Liaising with investment providers
  • Preparation of Portfolio Reports and client correspondence
May 2017 - Jul 2018

Client Services Officer

Story Wealth Management
  • (Formerly McPhail HLG Financial Planning)Responsibilities:
  • Ensuring the timely implementation of client strategies including preparation and lodgment of paperwork and following up with financial institutions
  • Liaising with investment and insurance providers as well as Centrelink
  • Preparation of Portfolio Reports and client correspondence
  • Writing Portfolio Reviews and Financial Plans (Records of Advice and Statements of Advice) including the use of modelling software (XTOOLS+)
  • Dealing with general client enquiries
Nov 2012 - Apr 2017
Team & coworkers

Colleagues at Skye Wealth

Other employees you can reach at thompsonfs.com.au. View company contacts for 8 employees →

NK Natalia King Natalia King Colleague at Skye WealthNewtown, Victoria, Australia, Australia View → AE Aisha Elnour Aisha Elnour Colleague at Skye WealthBrisbane, Queensland, Australia, Australia View → PT Phil Thompson Phil Thompson Colleague at Skye WealthGreensborough, Victoria, Australia, Australia View → JJ Justin Janitzek Justin Janitzek Colleague at Skye WealthPhilippines, Philippines View → JG Johann Grei Salgado Johann Grei Salgado Colleague at Skye WealthPhilippines, Philippines View → JB James Bryan Cañete James Bryan Cañete Colleague at Skye WealthBacolod, Western Visayas, Philippines, Philippines View → KT Kimberly Toledo Kimberly Toledo Colleague at Skye WealthCebu, Central Visayas, Philippines, Philippines View → MO Miguel Oscar Ramon Senerpida Miguel Oscar Ramon Senerpida Colleague at Skye WealthMetro Cebu, Philippines View → RV Rube Varga Rube Varga Colleague at Skye WealthCebu, Central Visayas, Philippines, Philippines View → ES Eddie Scalpelli Eddie Scalpelli Colleague at Skye WealthEpping, Victoria, Australia, Australia View →
5 education records

Kathleen Dean Cfp® education

Certified Financial Planner (Cfp) Certification

Financial Planning Association

Bachelor Of Commerce (Bcom), Finance

Monash University

Activities and Societies: First Year Mentor in Arts PAL Program, Secretary of Chocolate Society of Monash, Monash Finance Association

Certificate Iv In Financial Services, Finance

Origin Hr (Talent2)

Diploma In Languages (Japanese), Japanese Language

Monash University

Activities and Societies: Language Exchange Program

Victorian Certificate Of Education (Vce)

Killester College

Activities and Societies: Justice and Democracy Group, St. Vincent de Paul Committee, Participation and Leadership Program (PAL).

FAQ

Frequently asked questions about Kathleen Dean Cfp®

Quick answers generated from the profile data available on this page.

What company does Kathleen Dean Cfp® work for?

Kathleen Dean Cfp® works for Skye Wealth.

What is Kathleen Dean Cfp®'s role at Skye Wealth?

Kathleen Dean Cfp® is listed as Financial Adviser at Skye Wealth.

What is Kathleen Dean Cfp®'s email address?

AeroLeads has found 1 work email signal at @hewison.com.au for Kathleen Dean Cfp® at Skye Wealth.

Where is Kathleen Dean Cfp® based?

Kathleen Dean Cfp® is based in Melbourne, Victoria, Australia while working with Skye Wealth.

What companies has Kathleen Dean Cfp® worked for?

Kathleen Dean Cfp® has worked for Skye Wealth, Hewison Private Wealth, Giles Wade, Bongiorno Group, and Story Wealth Management.

Who are Kathleen Dean Cfp®'s colleagues at Skye Wealth?

Kathleen Dean Cfp®'s colleagues at Skye Wealth include Natalia King, Aisha Elnour, Phil Thompson, Justin Janitzek, and Johann Grei Salgado.

How can I contact Kathleen Dean Cfp®?

You can use AeroLeads to view verified contact signals for Kathleen Dean Cfp® at Skye Wealth, including work email, phone, and LinkedIn data when available.

What schools did Kathleen Dean Cfp® attend?

Kathleen Dean Cfp® holds Certified Financial Planner (Cfp) Certification from Financial Planning Association.

What skills is Kathleen Dean Cfp® known for?

Kathleen Dean Cfp® is listed with skills including Teamwork, Customer Service, Microsoft Office, Financial Analysis, Financial Planning, Microsoft Word, Microsoft Excel, and Powerpoint.

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