Dale Robinson
Financial Adviser in Bateman, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000271768
- Location
- Bateman WA 6150
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 23 August 2024
- First provided advice
- 1997
- Qualifications
- 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Diploma of Financial Services (Financial Planning), The Commonwealth Bank of Australia (2003); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2009); Margin Lending and Geared Investments, Kaplan Higher Education (2010); Self-Managed Superannuation Funds, Kaplan Higher Education (2010)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Dale Robinson
On the Financial Advisers Register kept by ASIC, Dale Robinson appears as a current financial adviser in Bateman, Western Australia, adviser number 000271768.
The licensee Dale advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 23 August 2024.
According to the register, Dale first provided financial advice in 1997. The qualifications listed for Dale include 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003), Diploma of Financial Services (Financial Planning) (The Commonwealth Bank of Australia, 2003) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2009). 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 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 Robinson a registered financial adviser?
Yes. Dale Robinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000271768.
Which licensee does Dale Robinson work under?
Count Financial Limited, Australian financial services licence 227232.
What can Dale Robinson 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.