DALE WILLIAM EVENDEN

Financial Adviser ยท Healesville, VIC

Registered

Registration Number

001270863

Registration Status

Registered

Location

Healesville, VIC 3777

Providing Advice Since

2018

Registration Date

11/01/2022

Financial Services Licensee

SECURE ADVICE PTY LTD

Licence #000532976

๐Ÿ“š Qualifications & Training

2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Education Pty Ltd
2026 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Education Pty Ltd

โ„น๏ธ 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.