Investment Advisor
My role at 360Private allows me to provide specialised investment advice to private clients, family groups, and Self-Managed Superannuation Funds. Whilst utilising my technical background in finance, I have developed a disciplined approach to managing client portfolios, with a strong emphasis on the preservation of capital. I am focused on providing the best outcome for my clients.
Joining 360Private in 2014, Dale is a University of Adelaide graduate, holding a Bachelor of Commerce specialising in Corporate Finance. In addition, Dale holds an Advanced Diploma in Financial Planning and Diploma of Accounting. Dale is also a member of the 360Private Internal Investment Committee.
When not at work, Dale enjoys spending time with friends and family, and likes to live an active lifestyle.