DALE MORGAN

Financial Adviser · Melbourne, VIC

Registered

DALE MORGAN is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 1992, based in Melbourne, Victoria. They are authorised to provide advice under VIRIDIAN ADVISORY PTY LTD (AFSL licence #000476223). Registered qualifications on file include 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. Professional memberships listed: Financial Planning Association of Australia (FPA).

Registration Number

001257403

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1992

Registration Date

15/08/2017

Financial Services Licensee

VIRIDIAN ADVISORY PTY LTD

Licence #000476223

📚 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)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.