Dale Morgan
Financial Adviser in Melbourne, Victoria, Australia
Review Dale Morgan
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 number001257403
- Location
- Melbourne VIC 3000
- Licensee
- Sira Group Pty Ltd (AFSL 278423)
- Authorised since
- 1 November 2025
- First provided advice
- 1992
- Qualifications
- Self Managed Super Fund, Tribeca Learning (2004); Self Managed Superannuation Funds, Tribeca Learning (2004); Diploma of Financial Planning, Financial Planning Association (2005); Equivalent to Advanced Diploma of Financial Planning, Financial Planning Association of Australia (2005); Accredited Derivatives Adviser Level 1, Kaplan (2008); ASX Accredited Listed Products Adviser Program, Kaplan (2010); Accredited Derivatives Adviser Level 2, Kaplan Professional Education (2010); Margin Lending and Geared Investments, Kaplan (2011)
- Memberships
- Financial Planning Association of Australia (FPA)
- 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 Morgan
Dale Morgan is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001257403.
Advice is given under the Australian financial services licence of Sira Group Pty Ltd, licence number 278423. That authorisation dates from 1 November 2025.
The register records 1992 as the year Dale first provided financial advice. Qualifications and training on file include Self Managed Super Fund (Tribeca Learning, 2004), Self Managed Superannuation Funds (Tribeca Learning, 2004) and Diploma of Financial Planning (Financial Planning Association, 2005). Dale is recorded as a member of Financial Planning Association of Australia (FPA).
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.
Reviews
Nobody has reviewed Dale Morgan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Dale Morgan a registered financial adviser?
Yes. Dale Morgan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001257403.
Which licensee does Dale Morgan work under?
Sira Group Pty Ltd, Australian financial services licence 278423.
What can Dale Morgan 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.