Dale Eriksen

WealthSpan

5.00
1 Review
Platinum
20 Yrs Experience
Camberwell, VIC 3124

Recent reviews

WealthSpan

Level 3, 2-6 Railway Parade
Camberwell, VIC 3124

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Licensed by

MCA Financial Planners Pty Ltd

AFSL 223610

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2017

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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