Tristan Barry Dallas
Financial Adviser in Smithton, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000335666
- Location
- Smithton TAS 7330
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 July 2026
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, University of Tasmania (2006); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2009); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); Accredited Aged Care Professional, Aged Care Steps (2020)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Tristan Barry Dallas
Tristan Barry Dallas is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Smithton, Tasmania (adviser number 000335666).
Tristan provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 1 July 2026.
According to the register, Tristan first provided financial advice in 2009. Qualifications and training on file include Bachelor of Commerce (University of Tasmania, 2006), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2009).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Tristan Barry Dallas a registered financial adviser?
Yes. Tristan Barry Dallas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000335666.
Which licensee does Tristan Barry Dallas work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Tristan Barry Dallas 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."