Dale Barratt

AustralianSuper Pty Ltd

Platinum

23 Yrs Experience

Melbourne, VIC 3000

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Having worked for funds management, banking and private trustee firms I draw upon a diversified skill set when providing quality advice to my clients through all stages of life.

With over 20 years’ experience in the wealth management and financial sector I have developed specialised knowledge in superannuation, retirement, portfolio construction and estate planning strategies.

While the pursuit of knowledge forms the foundation to my expertise, listening to and helping people achieve their personal financial goals is what I am passionate about.

Government Assistance
Superannuation
Retirement & Pension
Shares & Investments
Redundancy
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates

5.00 October 2023

Dale was extremely helpful for us and set out a clear and precise plan for our retirement. He was able to answer all our questions. We came out of the meetings feeling very happy and confident for our future. We would definitely recommend Dale to friends family and colleagues.

5.00 September 2023

Dale was introduced to me by a former work colleague, I've recently opted out of my SMSF and transferred my Super back into Australian Super. Dale provided me with some exceptional support during the transition process and recently with our Statement of Advice. Dale has been instrumental in providing us a very clear understanding our Financial future and we feel so much more comfortable with his recommendations. Thanks heaps Dale, we're grateful and appreciate your work and guidance in all aspects of wealth management, including Wills and other housekeeping topics. Frank and Vanessa.

5.00 September 2023

We found Dale's advice and patience unparalleled. He listened to our requirements and wish list and tailored a plan around them. We could not have been more happy with the result.

5.00 August 2023

Dale was amazingly good at explaining our superannuation retirement fund. He was very personable and very very thorough in helping us plan our future. We will be happy to promote his name to friends and relatives.

Australian Superannuation is very lucky to have Dale Barratt working for them. Very satisfied customers Brad and Melody King.

5.00 July 2023

My wife and I have worked with Dale to provide a financial plan for our retirement.

Dale took the time to actively listen and understand our financial requirements and retirement priorities. The documented plan was carefully explained to us to ensure we understood all recommended measures. Throughout the process Dale was available by phone and email to clarify our ad hoc queries.

This engagement has left my wife and I comfortable about our financial future and prepared for retirement.

Thank-you Dale

Adviser status Platinum
Rating 4.99
Number of reviews 33
First year providing advice 2000
Years of experience 23
Highest qualifications
- Master of Applied Finance
- Master of Financial Planning
- Master of Business Administration
Language spoken
- English