Ian William Dale
Financial Adviser in Bundoora, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263301
- Location
- Bundoora VIC 3083
- Licensee
- Boston Reed Pty Ltd (AFSL 225738)
- Authorised since
- 20 November 2018
- First provided advice
- 2004
- Qualifications
- Risk Management, Integratec (2001); Diploma of Financial Services (Financial Planning), Financial Services Training and Assessment Pty Ltd (2003); Diploma of Financial Planning, Mentor (2016); DFP5v2 Tax for Financial Advising, Kaplan (2017); Estate Planning, Kaplan (2017)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian William Dale
On the Financial Advisers Register kept by ASIC, Ian William Dale appears as a current financial adviser in Bundoora, Victoria, adviser number 000263301.
Advice is given under the Australian financial services licence of Boston Reed Pty Ltd, licence number 225738. That authorisation dates from 20 November 2018.
According to the register, Ian first provided financial advice in 2004. Qualifications and training on file include Risk Management (Integratec, 2001), Diploma of Financial Services (Financial Planning) (Financial Services Training and Assessment Pty Ltd, 2003) and Diploma of Financial Planning (Mentor, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ian William Dale a registered financial adviser?
Yes. Ian William Dale is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263301.
Which licensee does Ian William Dale work under?
Boston Reed Pty Ltd, Australian financial services licence 225738.
What can Ian William Dale give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.