Dale Barratt

AustralianSuper Pty Ltd

23 Yrs Experience
Melbourne, VIC 3000

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • 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

AustralianSuper Pty Ltd

Level 30, 130 Lonsdale St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Industry Fund Services Ltd

AFSL 232514