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.

Qualifications
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

Professional associations
Financial Planning Association Australia (FPA)
Financial Services Institute Australasia (FINSIA)