Financial Adviser
· ESSENDON, VIC
Dale Bryan Smith
No disciplinary history on record with ASIC
ESSENDON,
VIC
11
Years experience
ASIC Registered · ADV 001236711
Dale Bryan Smith is a financial adviser based in Essendon, Victoria, with 11 years of experience in the financial services industry since 2015. Dale is currently authorised under Sba Financial, operating through Sba Financial Wealth Management. Dale holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Dale's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2015
Diploma of Financial Planning
Integrity Education Group
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register