Financial Adviser
· MELBOURNE, VIC
Dale Morgan
No disciplinary history on record with ASIC
MELBOURNE,
VIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001257403
About Dale Morgan
Dale Morgan is a financial adviser based in Melbourne, Victoria, with 34 years of experience in the financial services industry since 1992. Dale is currently authorised under Sira Group. Dale holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dale's qualifications include a Equivalent to Advanced Diploma of Financial Planning from Financial Planning Association of Australia. Dale is a member of Financial Planning Association of Australia (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Self Managed Super Fund
Tribeca Learning
2004
Self Managed Superannuation Funds
Tribeca Learning
2005
Diploma of Financial Planning
Financial Planning Association
2005
Equivalent to Advanced Diploma of Financial Planning
Financial Planning Association of Australia
2008
Accredited Derivatives Adviser Level 1
Kaplan
2008
Accredited Derivatives Adviser Level 1
Kaplan Professional Education
2010
ASX Accredited Listed Products Adviser Program
Kaplan
2010
Accredited Derivatives Adviser Level 2
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan
2011
Margin Lending and Geared Investments
Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register