Subscribe Login

Core values

Simon Hoyle

1 April 2011 00:01

Name: Dennis Jones

Position: Chief executive and principal adviser, Beacon Wealth

Years in financial planning/financial services: 30

Qualifications: Grad Dip Financial Planning; CFP; SMSF and SME Business Structures and Asset Ownership Specialist

Industry background and experience: Commenced career in finance and risk management/insurance in 1980; founding partner of Complete Financial Services Group (now Beacon Wealth); FPA Value of Advice Award Winner 2010 – Wealth Accumulation and Protection category.

, , ,

Leave a Comment

We also recommend
The face mask and the hand goo

The face mask and the hand goo

A return to the office

A return to the office

The zoom boom

The zoom boom

In Brief – April

In Brief – April

The face mask and the hand goo

The face mask and the hand goo

Dixon may be doing the right thing in the pandemic, but the contentious adviser is doing it for all the wrong reasons.

Dixon Bainbridge

November 05, 2020

A return to the office

A return to the office

Dixon Bainbridge

June 29, 2020

The zoom boom

Dixon Bainbridge

May 13, 2020

In Brief – April

Professional Planner

May 05, 2020

Sort content by

Knock, knock! Who’s there? Mystery shopper, that’s who

Knock, knock! Who’s there? Mystery shopper, that’s who

Simon Hoyle

January 17, 2017

Tackle the low-return conundrum

Tackle the low-return conundrum

Steven Tang

January 16, 2017

Strategic or tactical: plans for taking on the index

Strategic or tactical: plans for taking on the index

Ron Bewley

January 12, 2017

In position to make an impact on millions of lives

In position to make an impact on millions of lives

Simon Hoyle

January 10, 2017

Aligning the five pillars of a successful retirement plan

Aligning the five pillars of a successful retirement plan

Dan Purves

December 14, 2016

Three dominant trends are shaping advice around the world

Three dominant trends are shaping advice around the world

Simon Hoyle

December 13, 2016

Drawing parallels with a profession that evolved from bad haircuts

Drawing parallels with a profession that evolved from bad haircuts

Dixon Bainbridge

December 12, 2016

Keeping clients out of the super contributions danger zone

Keeping clients out of the super contributions danger zone

Bryce Figot

December 08, 2016

Putting education into practice to create the planners of the future

Putting education into practice to create the planners of the future

Simon Hoyle

December 06, 2016

All eyes on the client, the most important person of all

All eyes on the client, the most important person of all

Simon Hoyle

December 05, 2016

<span style=Interview That which does not kill us makes us stronger"/>

Interview That which does not kill us makes us stronger

Simon Hoyle

November 17, 2016

<span style=Cover story: A giant awakens as AMP pursues goals-based advice"/>

Cover story: A giant awakens as AMP pursues goals-based advice

Simon Hoyle

November 14, 2016

Previous
Load more

Subscribe now to

Name
Our partners

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.

We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

Privacy Policy | Terms of Service | Cookie Policy | AI Editorial Policy