Financial Adviser
· PALM BEACH, QLD
Dallas Sinclair
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304149
Dallas Sinclair is a financial adviser based in Palm Beach, Queensland, with 2 years of experience in the financial services industry. Dallas is currently authorised under Clime Advice Pty Ltd. Dallas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce
Griffith University
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register