Dale Barratt CFP®
About Me
I have 24 years experience in the wealth management and financial sector.
Over that time, I have had the privilege of helping hundreds of clients achieve their financial, retirement and investment planning goals. I do this by taking the time to listen and deeply understand my client’s needs, before creating tailored strategies to help my clients achieve them.
Academically, I hold 3 master’s degrees: a Master of Applied Finance, a Master of Financial Planning and a Master of Business Administration. I am also a Certified Financial Planner with the Financial Advice Association of Australia.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management

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Years of Experience 25 Years
