Ian Dale
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Ian Dale is an ASIC-registered financial adviser based in Bundoora, VIC. With a career spanning over two decades, Ian brings a wealth of knowledge and experience to his clients, helping them navigate the complexities of financial planning with confidence. Ian's qualifications include a Diploma of Financial Services (Financial Planning) from Financial Services Training and Assessment Pty Ltd (2003), a Diploma of Financial Planning from Mentor (2016), and specialized training in Risk Management (Integratec, 2001), Tax for Financial Advising (Kaplan, 2017), and Estate Planning (Kaplan, 2017). This comprehensive education ensures he provides well-informed and tailored advice to meet each client's unique needs. As an authorized financial adviser, Ian provides advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services offered by Ian include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice If you're seeking a trusted financial adviser to help you achieve your financial goals, contact Ian Dale today to schedule a consultation.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Ian Dale offer?
Ian Dale provides comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on a range of products including Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What qualifications does Ian Dale have?
Ian holds a Diploma of Financial Services (Financial Planning), a Diploma of Financial Planning, and has completed specialized training in Risk Management, Tax for Financial Advising, and Estate Planning.
What is involved in Ian Dale's financial planning process?
Ian's process typically involves an initial consultation to understand your financial goals and current situation, followed by the development of a tailored financial plan. He will then work with you to implement the plan and provide ongoing support and reviews.
How can wealth management advice from Ian Dale benefit me?
Wealth management advice from Ian can help you grow and protect your assets, optimize your investment portfolio, and achieve your long-term financial objectives. He takes a holistic approach, considering your individual circumstances and risk tolerance.
What should I expect during my first meeting with Ian Dale?
During your first meeting, Ian will take the time to understand your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. It's an opportunity for you to ask questions and determine if Ian is the right financial adviser for you.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.