We're on campus with you
We're available to help you with information or personalised advice about your membership and our range of products. You can meet with a super consultant or financial adviser on campus or via secure video conference.
How we can help
Our super consultants offer general advice and help with your super at no additional cost.
Our team at Swinburne University
Having worked for funds management, banking and private trustee firms, Dale draws upon a diversified skill set when providing quality advice to his clients.
With close to 20 years’ experience in the wealth management and financial sector, he has developed specialised knowledge in superannuation, retirement, portfolio construction and estate planning strategies.
While the pursuit of knowledge forms the foundation to Dale’s expertise, listening to and helping people achieve their personal financial goals is what he is passionate about. Dale understands that every person is unique and tailored advice is an essential component to any successful financial plan. He initially starts by gaining a complete awareness of each client’s position, and then provides quality strategic advice in the client’s best interest. He believes that as peoples’ circumstances change, it’s important to review and update strategies with a professional adviser to ensure goals remain on track.
You can see Dale at the University of Melbourne and University of Tasmania.
CERTIFIED FINANCIAL PLANNER® (CFP)
Masters of Financial Planning
Masters of Applied Finance
Masters of Business Administration
Diploma of Financial Planning, Dip FP
Diploma of Management
Financial Planning Association Australia (FPA)
Financial Services Institute Australasia (FINSIA)
Seminars and webcasts
Get help at every stage of your super journey with our events, seminars and webcasts.
Events are held at university campuses, at off-campus venues, or online.
Learn about super and retirement planning, or get the latest finance insights from our experts.
Seminars are free to attend and you can bring your family or friends.
Learn about super, retirement and money matters—when it suits you.