Dale Barratt

EKB Financial Advisers

Platinum
24 Yrs Experience
Beaumaris, VIC 3193

I am the Managing Director and Senior Financial Adviser of EKB Financial Advisers.

Professionally, I have 24 years experience in the wealth management and financial sector.

Over that time, I have had the privilege of helping hundreds of clients achieve their financial, retirement and investment planning goals. I do this by taking the time to listen and deeply understand my client’s needs, before creating tailored strategies to help my clients achieve them.

Academically, I hold 3 master’s degrees: a Master of Applied Finance, a Master of Financial Planning and a Master of Business Administration. I am also a Certified Financial Planner with the Financial Advice Association of Australia.

When I am not spending time helping my clients secure their financial future, I enjoy spending time with my wife and two children. I also enjoy following the AFL, a nice red wine and chasing errant golf balls!

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.99
  • Number of reviews 39
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualifications
    • Master of Applied Finance
    • Master of Financial Planning
    • Master of Business Administration
  • Language spoken
    • English

EKB Financial Advisers

4 E Concourse
Beaumaris, VIC 3193

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Synchron Advice Pty Ltd

AFSL 243313