Defined Financial Advice is a privately owned financial advice practice. Our focus is to elevate the life and financial positions of our clients via the provision of high value advice.
Our practice is defined by its values and by the expertise and experience of our Principal Adviser, Dennis Souksamlane.
The values that form our identity include:
1) Smart thinking
Our clients will only be advised by highly qualified financial advisers. Being advised by smart advisers means our clients can access smart thinking strategies which add high value.
2) Straightforward
A great advice service should be straightforward. For our clients on retainer we offer unlimited access to us. As much as our clients need our help, we are there to support them. We also provide formal advice planning meetings to keep our clients on track towards meeting their goals and regular correspondence to keep our clients updated and informed. We offer this for a straightforward flat dollar fee. This provides simplicity, transparency, and no surprises.
3) Cost efficient
We keep things cost efficient so our clients can realise greater value from our advice. We can provide high value advice cost efficiently as we do not have the large overheads that larger firms do. We also have a partnership that provides us with full access to research, administration, and other services that usually only a major financial institution can afford. This means that there are no sacrifices to the quality of our advice services. Being cost efficient means our clients keep a greater share of value created via our advice.
4) A client first approach
We understand that there are only so many hours in a week. To ensure that we can deliver smart advice to our clients in a timely manner we take a client first approach. This means our advisers have a cap on the maximum number of clients they service. This means that when you need your adviser, he or she will have the time for you.
About Dennis
Dennis Souksamlane is the Principal Financial Adviser at Defined Financial Advice. He has more than 15 years of experience in financial planning across some of Australia’s leading financial planning firms.
After helping more than a thousand clients achieve their financial & life goals, Dennis established Defined Financial Advice.
Qualifications & Designations
- Certified Financial Adviser (CFP®)
- Chartered Tax Adviser (CTA)
- Tax (Financial) Adviser
- Master of Financial Planning
- Bachelor of Applied Finance
- Bachelor of Commerce (Accounting)
- Diploma of Australian Tax Law
At Defined Financial Advice we believe that listening to our clients is one of the most important things that we can do.
We spend the time to understand our clients situation, goals and what is most important to them.
We use our expertise and experience to provide straight forward, high value and cost efficient advice advice that is in our client’s best interest.”