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.

Financial health check

Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.

Client testimonials

Very high quality professional advice

The team from 360Private have been our taxation and superannuation advisors for the past 15 years. Throughout that time we have received very high quality professional advice to assist us progress to long term goals of financial independence.

Read more ...