Denis Cleary

B.Bus, Dip.Ed, Dip.FS(FP)

ADVISER

QUALIFICATION & EXPERIENCE

Denis worked in the financial services industry for seven years from 1978. He then spent fifteen years as a teacher, sub-school manager and AEU sub-branch representative before moving back into the financial services industry in 2001. Since then he has been a senior member of RV’s specialist financial and retirement planning team.

Denis holds a Bachelor of Business degree, a Diploma of Education and a Diploma of Financial Services ( Financial Planning ). His background in business, teaching and financial planning provides the basis for his detailed knowledge of public sector superannuation and strong understanding of the workplace, retirement and financial issues faced by all employees and by teachers and public sector employees in particular. Outside of work Denis is committed to family life with his wife, son and two daughters.

Denis loves traveling with his wife, family and friends. He also enjoys playing most sports, and is never happier than when lost somewhere in the Australian bush.

SERVICES OFFERED
  • Personal Insurance
  • Investments
  • Superannuation
  • Retirement planning
  • Budget/cashflow management
  • Centrelink/DVA
  • Debt management
  • Estate planning
PRODUCTS OFFERED
  • Life insurance products
  • Retirement savings accounts
  • Superannuation
  • Managed investment funds
  • Deposit products
  • Investment bonds
  • Pensions and annuities