Alex Dean-Austin

Chartered Financial Planner & Adviser at Torevell & Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Manchester Area, United Kingdom, UK

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Credentials

  • Certificate in Securities Advice and Dealing
    Chartered Insurance Institute
    Mar, 2022
    - Sep, 2024
  • Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Nov, 2018
    - Sep, 2024
  • Associate member of the Personal Finance Society (APFS)
    Personal Finance Society
    Oct, 2018
    - Sep, 2024
  • Chartered Financial Planner
    Chartered Insurance Institute
    Oct, 2018
    - Sep, 2024
  • EFPA European Financial Planner
    EFPA Europe
    Oct, 2018
    - Sep, 2024
  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Aug, 2018
    - Sep, 2024
  • Diploma in Financial Planning (DipPFS)
    Chartered Insurance Institute
    Jun, 2016
    - Sep, 2024

Experience

  • Torevell & Partners
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner & Adviser
      • May 2018 - Present

    • Trainee Adviser
      • Aug 2014 - May 2018

  • BNY Mellon
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Relations
      • Jul 2014 - Aug 2014
  • Dewhurst Torevell & Co. Ltd
    • Paraplanner
      • Jul 2011 - Nov 2012

Education

  • The University of Manchester
    Bachelor's degree
    2008 - 2011

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