Dale Eriksen

Findex Advice Services Pty Ltd

5.00

1 Review

Platinum

21 Yrs Experience

Melbourne, VIC 3000

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Dale has over fifteen years of experience. His career has spanned various organisations, including boutique, chartered accounting, and industry superannuation advice teams. Dale works with purpose, fosters meaningful relationships and advises his clients to make informed and consistently good financial decisions, that have a lasting impact.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Cashflow & Income
Tax Strategies
Growing Assets

5.00 May 2018

Dale is very thorough, interested and knowledgeable. We never feel rushed or pressured. Dale remembers small things about us so we feel more like friends than just client numbers. His (UniSuper’s) Statement of Advice is detailed and easy to understand. Dale has offered, and detailed, a range of financial planning options for our consideration and is always available to answer any queries or provide advice. We are very happy with the customer service and guidance Dale has, and is, providing over a number of years - especially through our retirement phase.