Dennis Prekodravac
Associate Adviser at Wealthmed Australia
Based in Sunshine Coast, Australia
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Seniority
Staff
Department
Finance & Accounting
Location
Sunshine Coast
Industry
Financial Services
Company size
20
Contact information
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d•••••••@wealthmed.com.au
Phone
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Background
About Dennis Prekodravac
Over the course of the last 30 years, I have been involved in the financial services industry with expertise in wealth creation, risk management and advice to improve the financial wellbeing of customers. At the present time I am an Associate Advisor with Wealthmed Australia, supporting the Senior Adviser to deliver high quality outcomes to clients so that we can make a difference to people's lives. In addition to this having completed the Certificate IV in Finance and Mortgage Broking (February 2024) Prior to this time, I spent 3 years as a compliance manager with Commonwealth Financial Planning, reviewing files to ensure that adviser's deliver advice that is of highest quality and safe for both the client and the business. Prior to this I spent 15 years working as a Financial Planner with Commonwealth Financial Planning and achieved role modelling values. I am passionate about ensuring my clients are put in a superior financial position with risk to them being minimised. Providing advice safely. Key skills Financial Advice | Exceptional Customer Focus | Competent Judgement and decision making ability | Experienced communicator | Dedicated stakeholder engagement | Excellent Organising and Planning Skills | Strategic Planning.
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