Dennis Family

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