In this role, Dean is responsible for leading the state team and creating an environment that facilitates the smooth delivery of our advice services.
Over the past 25 years, Dean Lombardo has experienced the financial planning industry from just about every angle; as a business owner, corporate executive, professional adviser and specialist industry consultant.
From his early days as a Financial Planner in the 1990's, Dean recognised the connectivity between goal planning, measurable progression, financial freedom and happiness. He established a highly successful advice business and developed the industry first and ground- breaking advice model Benchmarking.
Throughout his industry endeavors, Dean has been a Principal of his own specialist consultancy business and has helped hundreds of financial planning clients, financial advisers and entrepreneurs. He has also established and lead the IOOF Advice Academy, has been a member of numerous Boards of Advice and has authored several Whitepapers and publications.
Dean holds a Bachelor of Commerce, a Diploma of Financial Planning and was awarded the AFA National Excellence in Education Award.
Dean loves spending time with his 2 children, Jordan and Jade (aged 14 and 10 respectively) and enjoys being actively involved in their numerous activities. He encourages them to think big and always follow their dreams. He’s a keen surfer and sports enthusiast..