Financial Advisers and Friends
Since EGY Investments commenced in 2018 we have been aiming to grow rapidly and to position ourself as one the top planning firms. Our goal is to create policies, plans and strategies that can assist our clients to create wealth and achieve their goals in a very volatile market.
Ali Hameed Dean, Director
Ali holds a Bachelor Degree of Commerce in the Accounting section, Marketing Certificates and a Master of Business Administration. He completed his Diploma in Financial Services (Financial Planning). Hameed has a strong knowledge and background of accounting.
As an Authorized Representative, Ali works in the best interests of his clients and believes in helping them build the complete program they need to maximize their earning potential during their working years. He achieves this by providing quality advice, personalized service and practical ideas to deliver superior solutions that his clients can easily understand.
Ali develops tax-effective wealth creation strategies with his clients. He also advises on direct equity model portfolios, self-managed superannuation, redundancy, personal insurance and corporate insurance, and superannuation.
Ali’s Commitment
Ali is committed to ongoing professional and technical development. He covers all facets of financial advice with individuals and corporate clients. He delivers this through high level strategic advice and disciplined portfolio construction and review methodology.
Ali truly cares about clients and their experience and strives to deliver the best outcome possible. He takes pride in his attention to detail and ability to find solutions to problems, no matter if they are new or not, he loves to find the answer.
Take a Deeper Dive
Call us to discuss more about Ali and the team on +61 400 355 045