About Me

Chris Dale is a Senior Financial Planner and Licensee Representative employed by investment specialist firm Wilsons Advisory and Stockbroking. Chris provides personal financial advice to clients with a wide range of backgrounds. He specialises in strategic financial advice in Superannuation and Pensions, Self Managed Super Funds, Wrap Accounts, Family Trusts and Company Structures. Also, personal life and disability insurance, estate planning, as well as, investment advice and portfolio construction. As a professional adviser with over 25 years experience, Chris has previously held the role of Senior Wealth Adviser at NAB Private Wealth, Senior Financial Consultant at Perpetual Private Clients and has also worked for the boutique firm Wilson Dilworth Limited and in banking and finance for the ANZ Bank. Chris is well respected by his clients for providing high quality advice. Chris believes that sound financial advice, combined with good communication is the key to long lasting professional relationships.