Financial Adviser
· SOUTHBANK, VIC
Dalton Scott Pollnitz
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272844
Dalton Scott Pollnitz is a financial adviser based in Southbank, Victoria, with 8 years of experience in the financial services industry. Dalton is currently authorised under Morrows Private Wealth Pty. Ltd.. Dalton 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 Business (Financial Planning) from RMIT. Dalton 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
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Certificate IV in Banking Services
RMIT
2016
Diploma of Financial Planning
RMIT
2018
Bachelor of Business (Financial Planning)
RMIT
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education