Dale Mathew Barratt
Financial Adviser in Beaumaris, Victoria, Australia
Review Dale Mathew Barratt
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001002041
- Location
- Beaumaris VIC 3193
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 15 January 2024
- First provided advice
- 2000
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (2004); Master of Financial Planning, Royal Melbourne Institute of Technology (2007); Master of Applied Finance (Financial Planning Major)., Kaplan Higher Education Pty Limited (2011); Master of Business Administration, Deakin University Australia (2014); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2019); SMSF Specialist Advisor (SSA), SMSF Association (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Dale Mathew Barratt
Dale Mathew Barratt is a financial adviser in Beaumaris, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001002041.
Dale provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 15 January 2024.
The register records 2000 as the year Dale first provided financial advice. The qualifications listed for Dale include Certified Financial Planner (Financial Planning Association of Australia, 2004), Master of Financial Planning (Royal Melbourne Institute of Technology, 2007) and Master of Applied Finance (Financial Planning Major). (Kaplan Higher Education Pty Limited, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Dale Mathew Barratt here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Dale Mathew Barratt a registered financial adviser?
Yes. Dale Mathew Barratt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002041.
Which licensee does Dale Mathew Barratt work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Dale Mathew Barratt 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.