About Me

Dahl has been active in the financial services industry since 2002 and has been providing financial advice since that time, initially with Westpac before starting his own financial planning business in 2007.

Dahl holds the Diploma of Financial Advising, an Associate Diploma of Business and a Certificate of Business Management.

With these qualifications and experience he is well qualified to help clients achieve their financial goals.

Being a Sunshine Coast resident and local since 1979, Dahl has assisted many local families and business owners protect their assets and help structure their personal and business investments.

Financial planning is more than just investing in a managed fund or taking out Income Protection, it is about taking a complete view of an individual, family or business’ needs and taking the necessary steps to implement a strategy that will satisfy those needs.