Dale Robinson
Financial Adviser
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About
Dale Robinson is an ASIC-registered financial adviser based in Bateman, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Dale holds an 8 Unit Diploma of Financial Planning from the Financial Planning Association of Australia (FPA), a Diploma of Financial Services (Financial Planning) from The Commonwealth Bank of Australia, and the prestigious Certified Financial Planner (CFP) designation from the FPA. Dale also possesses specialized knowledge in Margin Lending and Geared Investments and Self-Managed Superannuation Funds, gained through Kaplan Higher Education. As a member of the Financial Advice Association of Australia (FAAA), Dale is committed to upholding the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management. He also specialises in retirement planning and can advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to grow your nest egg • Comprehensive insurance solutions to protect what matters most • Strategic wealth management to build long-term financial security • Tailored retirement planning for a comfortable future Ready to take control of your financial future? Contact Dale Robinson today for a consultation and personalized financial plan.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Dale Robinson offer?
Dale Robinson provides comprehensive financial advice, including superannuation, insurance, wealth management, and retirement planning. He is also authorized to advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Dale Robinson have?
Dale Robinson holds an 8 Unit Diploma of Financial Planning, a Diploma of Financial Services (Financial Planning), and is a Certified Financial Planner (CFP). He also has specialized knowledge in Margin Lending and Geared Investments and Self-Managed Superannuation Funds.
How does Dale Robinson develop a financial plan for clients?
Dale works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. Regular reviews and adjustments ensure the plan remains aligned with their evolving circumstances.
What can I expect during my first meeting with Dale Robinson?
During your initial consultation, Dale will take the time to understand your current financial situation, your goals, and your concerns. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity for you to determine if Dale is the right financial adviser for you.
Is Dale Robinson a member of any professional associations?
Yes, Dale Robinson is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards in the financial advice industry.
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