Swinburne University

Lyneve joined UniSuper in 2015 and brings over 13 years’ experience in the financial services industry.

Advice topics
Super investment strategies
Insurance in your super
Super contribution strategies
Flexi Pensions

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)

Advice topics
Wealth creation
Superannuation (including more than 20 other super funds)
Redundancy planning
Retirement planning
Investments outside of super
Estate planning considerations
Debt management
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Insurance for income and asset protection
Review services