DALE MATHEW BARRATT
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2004 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2007 - Master of Financial Planning - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology
2011 - Master of Applied Finance (Financial Planning Major). - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2014 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University Australia
2019 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2024 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.