IAN WILLIAM DALE
Financial Adviser · Bundoora, VIC
📚 Qualifications & Training
2001 - Risk Management - - Integratec
2003 - Diploma of Financial Services (Financial Planning) - - Financial Services Training and Assessment Pty Ltd
2016 - Diploma of Financial Planning - - Mentor
2017 - DFP5v2 Tax for Financial Advising - - Kaplan
2017 - Estate Planning - - 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.