Financial Adviser · SMITHTON, TAS

Tristan Barry Dallas

SMITHTON, TAS

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000335666

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Tristan Barry Dallas

Tristan Barry Dallas is a financial adviser based in Smithton, Tasmania, with 17 years of experience in the financial services industry since 2009. Tristan is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Tristan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tristan's qualifications include a Bachelor of Commerce from University of Tasmania.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Commerce

University of Tasmania

2008

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2020

Accredited Aged Care Professional

Aged Care Steps

Registration History

Charter Financial Planning Limited

Jul 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Fyg Planners Pty Ltd

Mar 2009 - Jun 2026 Ceased

Source: ASIC Financial Advisers Register