Financial Adviser
· BEAUMARIS, VIC
Dale Mathew Barratt
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002041
Dale Mathew Barratt is a financial adviser based in Beaumaris, Victoria, with 26 years of experience in the financial services industry. Dale is currently authorised under Synchron Advice Pty Ltd. Dale 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 Certified Financial Planner from Financial Planning Association of Australia. Dale is a member of Financial Advice Association of Australia (FAAA).
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
2004
Certified Financial Planner
Financial Planning Association of Australia
2007
Master of Financial Planning
Royal Melbourne Institute of Technology
2011
Master of Applied Finance (Financial Planning Major).
Kaplan Higher Education Pty Limited
2014
Master of Business Administration
Deakin University Australia
2019
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
2024
SMSF Specialist Advisor (SSA)
SMSF Association
Registration History
Superannuation products (excluding Self Managed Superannuation Funds)
Source: ASIC Financial Advisers Register