Dale Eriksen
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002209
- Location
- Surrey Hills VIC 3127
- Licensee
- Roskow Independent Advisory Pty Ltd (AFSL 429377)
- Authorised since
- 6 December 2023
- First provided advice
- 2002
- Qualifications
- Certified Financial Planner, Financial Planning Association (FPA) (2002); Advanced Diploma of Financial Planning, Tribeca (2005); SMSF Specialist Adviser, Self Managed Superannuation Fund Association (SPAA) (2010); Masters of financial planning, Kaplan Professional (2017); Ethics and professionalism in financial advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Dale Eriksen
Dale Eriksen is a financial adviser in Surrey Hills, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001002209.
The licensee Dale advises under is Roskow Independent Advisory Pty Ltd (AFS licence 429377). That authorisation dates from 6 December 2023.
The register records 2002 as the year Dale first provided financial advice. The qualifications listed for Dale include Certified Financial Planner (Financial Planning Association (FPA), 2002), Advanced Diploma of Financial Planning (Tribeca, 2005) and SMSF Specialist Adviser (Self Managed Superannuation Fund Association (SPAA), 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Dale is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Dale Eriksen a registered financial adviser?
Yes. Dale Eriksen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002209.
Which licensee does Dale Eriksen work under?
Roskow Independent Advisory Pty Ltd, Australian financial services licence 429377.
What can Dale Eriksen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.