DALE BRYAN SMITH

Financial Adviser ยท Hughesdale, VIC

Registered

Registration Number

001236711

Registration Status

Registered

Location

Hughesdale, VIC 3166

Providing Advice Since

2015

Registration Date

28/10/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2015 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.