DALE ERIKSEN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Certified Financial Planner - - Financial Planning Association (FPA)
2005 - Advanced Diploma of Financial Planning - - Tribeca
2010 - SMSF Specialist Adviser - - Self Managed Superannuation Fund Association (SPAA)
2017 - Masters of financial planning - Masters Degree (AQF 9) - Kaplan Professional
2019 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ 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.