Financial Adviser
· BUNDOORA, VIC
Ian William Dale
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263301
Ian William Dale is a financial adviser based in Bundoora, Victoria, with 22 years of experience in the financial services industry. Ian is currently authorised under Boston Reed Pty Ltd. Ian 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 Diploma of Financial Services (Financial Planning) from Financial Services Training and Assessment Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2001
Risk Management
Integratec
2003
Diploma of Financial Services (Financial Planning)
Financial Services Training and Assessment Pty Ltd
2016
Diploma of Financial Planning
Mentor
2017
DFP5v2 Tax for Financial Advising
Kaplan
2017
Estate Planning
Kaplan
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Standard Margin Lending
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only, Securities: Class of product only, Superannuation: not authorised to provide SMSF advice.
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
TVISION PTY LTD
Source: ASIC Financial Advisers Register