Herbert Dugdale
Financial Adviser
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About
Herbert Dugdale is an ASIC-registered financial adviser dedicated to helping clients in Newmarket, QLD, and beyond achieve their financial goals. With a Bachelor of Engineering (Civil Engineering) from the University of South Australia and a Graduate Diploma of Financial Planning from Kaplan Higher Education, Herbert combines analytical skills with a comprehensive understanding of financial strategies. He also holds specialist accreditations in Self Managed Superannuation Funds and Listed Products. As a member of the Financial Advice Association of Australia (FAAA), Herbert adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, ensuring tailored solutions for each client's unique circumstances. These include superannuation, insurance, wealth management, and retirement planning. Herbert's expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts, offering a holistic approach to financial well-being. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Herbert Dugdale today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Herbert Dugdale offer?
Herbert Dugdale provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities and retirement savings accounts.
What qualifications does Herbert Dugdale have?
Herbert holds a Bachelor of Engineering (Civil Engineering), accreditations in Self Managed Superannuation Funds and Listed Products, and a Graduate Diploma of Financial Planning.
How can Herbert Dugdale help me with my retirement planning?
Herbert can help you develop a comprehensive retirement plan tailored to your individual needs and goals, including superannuation strategies, investment options, and income projections.
What is Herbert Dugdale's approach to financial advice?
Herbert takes a holistic approach, considering all aspects of your financial situation to develop personalized strategies that align with your objectives and risk tolerance.
Is Herbert Dugdale a member of any professional associations?
Yes, Herbert is a member of the Financial Advice Association of Australia (FAAA).
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