Financial Adviser
· MAROOCHYDORE, QLD
Dale William Evenden
No disciplinary history on record with ASIC
MAROOCHYDORE,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270863
Dale William Evenden is a financial adviser based in Maroochydore, Queensland, with 8 years of experience in the financial services industry since 2018. Dale is currently authorised under Secure Advice, operating through Adviceone Partners. Dale holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dale's qualifications include a Master of Financial Planning from Kaplan Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Kaplan
2020
Advanced Diploma of Financial Planning
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan Education Pty Ltd
2026
Master of Financial Planning
Kaplan Education Pty Ltd
Registration History
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
Source: ASIC Financial Advisers Register