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.
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.
- Adviser status Platinum
- Number of reviews 1
- First year providing advice 2002
- Years of experience 21
- Master of Financial Planning
Findex Advice Services Pty LtdLevel 42, 600 Bourke St
Melbourne, VIC 3000
- In person
- Video call
Financial Index Australia Pty Ltd
Findex Advice Services Pty Ltd