Financial Adviser
· TOWNSVILLE, QLD
Mitchell Jeffrey Dale
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301181
Mitchell Jeffrey Dale is a financial adviser based in Townsville, Queensland, with 3 years of experience in the financial services industry. Mitchell is currently authorised under Morgans Financial Limited. Mitchell 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 (Financial Advising) from James Cook 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
2022
Bachelor of Commerce (Financial Advising)
James Cook University
2022
Bachelor of Laws
James Cook University
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2023
Graduate Diploma of Financial Planning
Deakin University
Registration History
Superannuation - Accumulation Only. No advice can be provided on Account Based Pensions, Transition to Retirement accounts, Defined Benefits, Self-Managed Superannuation Funds and/or Accumulation Accounts with Protected Product strategies.
Source: ASIC Financial Advisers Register