Financial Adviser
· BURNIE, TAS
Tristan Barry Dallas
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000335666
Tristan Barry Dallas is a financial adviser based in Burnie, Tasmania, with 17 years of experience in the financial services industry since 2009. Tristan is currently authorised under Fyg Planners, operating through Mancell Investment & Financial Services. Tristan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tristan's qualifications include a Bachelor of Commerce from University of Tasmania. Tristan is a member of Financial Advice Association of Australia (FAAA).
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
2006
Bachelor of Commerce
University of Tasmania
2008
Diploma of Financial Services (Financial Planning) FNS50804
Kaplan Education Pty Limited
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Accredited Aged Care Professional
Aged Care Steps