DALE KIRK
Financial Adviser · Parkside, SA
📚 Qualifications & Training
2012 - Diploma of Accounting - - Tafe SA
2014 - Bachelor of Commerce - Corporate Finance - - The University of Adelaide
2014 - Bachelor of Commerce - Corporate Finance - Bachelor Degree (AQF 7) - The University of Adelaide
2014 - Diploma of Financial Planning - - Monarch Institute
2016 - Advanced Diploma of Financial Planning - - Kaplan
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
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.