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Dale Robinson CFP®

About Me

Planwise Financial Services are a locally owned and run professional provider of financial services, servicing South metropolitan area residents since 1992. Our staff are experienced and qualified to assist in a wide range of areas pertaining to your financial needs.

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By Count Financial Limited
CERTIFIED FINANCIAL PLANNER®