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Dennis Jones

Dennis Family

Dennis Family

Dennis Jones - Financial Planner
Dennis Jones – Certified Financial Planner

Professional qualifications

  • Certified Financial Planner
  • Stanford Leadership Innovation Course
  • SMSF SPAA Program

Recent professional awards

  • National Winner – FPA 2010 Value of Advice
  • National Winner – Apogee FP 2011 Adviser of the Year
  • National Finalist – AFA 2012 Adviser of the Year

Memberships of Boards / Professional Associations

  • SPAA Member
  • AFA Member
  • FPA Member

Professional experience

  • Over 30 years’ experience
  • Senior Adviser experienced in helping high net worth clients with holistic approach
  • Self- Managed Superannuation Fund (SMSF) Specialist
  • Senior / founding  partner of CFS Accounting and Consulting Pty Ltd
  • Business Structure and Asset Ownership
  • Committed to creating a professional we can be truly proud of
  • Client centric approach, prompted development  of C3 My Money My Life
  • Enhancing the financial literacy of young people is also a passion
  • Successful business founder and owner – very proud of the Beacon Team
  • Business Coach – business growth and succession
  • Estate Planning and Intergenerational consultant
  • Proud of pro bono assistance

On a personal note

  • Proud father of Angela
  • Grandfather of Emily and Tom
  • Partner of Sandy
  • Passionate about health and wellbeing
  • Optimistic Carlton Supporter
  • Ok tennis player – with a dodgy knee
  • Enjoys sunrise and sunset most days
  • Supporter Opportunity International
  • World Vision sponsor
  • Loves Shiraz from Barossa and NZ Pinot Gris (medicinal reasons only)
  • Beacon Cove Community membership