DALE MORGAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2004 - Self Managed Super Fund - - Tribeca Learning
2004 - Self Managed Superannuation Funds - - Tribeca Learning
2005 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association
2005 - Equivalent to Advanced Diploma of Financial Planning - - Financial Planning Association of Australia
2008 - Accredited Derivatives Adviser Level 1 - - Kaplan
2008 - Accredited Derivatives Adviser Level 1 - - Kaplan Professional Education
2010 - ASX Accredited Listed Products Adviser Program - Certificate (AQF 1-4) - Kaplan
2010 - Accredited Derivatives Adviser Level 2 - - Kaplan Professional Education
2011 - Margin Lending and Geared Investments - - Kaplan
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
🏢 Professional Memberships
Financial Planning Association of Australia (FPA)
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.