PROTECT FINANCIAL SERVICES
PROTECTING WHAT MATTERS MOST
Dean Picard
Financial Adviser
I have been in the Finance and Insurance Sector for nearly three decades. Starting in Banking straight out of school, I moved into the Finance sector and have now been a business owner in the Investment and Insurance sector for 16+ years.
I set up Protect Financial Services in 2010 in response to the GFC of 2007 when I saw the need for people to have expert advice on managing their financial interests. My experience is in helping clients from diverse backgrounds, including families, businesses, key people and large groups. As the company has grown my focus has expanded to helping new advisers get established in the industry.
Like many of our clients I have also been through a life changing medical event just over 10 years ago. Being on the other side of the fence, as we say, gave me an understanding of the challenges that many of our clients face and the huge value of having insurance for financial support during challenging times.
We are here to help people at some of the toughest times of their lives. Whether it be in a small or big way, we are able to have a positive impact on our clients, their families and businesses.