Data sourced from ASIC Financial Advisers Register
Financial Adviser · PARKSIDE, SA

Dale Kirk

10 Years experience
Tax advice
authorised
Currently at
360private Pty Limited
Parkside, SA
View firm profile
ASIC Registered · ADV 001250641

Dale Kirk is a financial adviser based in Parkside, South Australia, with 10 years of experience in the financial services industry. Dale is currently authorised under 360private Pty Limited. Dale holds authorisations to advise on managed investments, securities, derivatives and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from - The University of Adelaide.

Authorised to Advise On

Tax Financial Advice Managed Investments Securities Derivatives Foreign Exchange Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012
Diploma of Accounting
Tafe SA
2014
Bachelor of Commerce
- The University of Adelaide
2014
Diploma of Financial Planning
Monarch Institute
2016
Advanced Diploma of Financial Planning
Kaplan
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan

Registration History

360private Pty Limited
Dec 2016 - Present Current

Source: ASIC Financial Advisers Register