Dale Eriksen – Financial Adviser
Adviser identifying number: 1002209
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence number: 238244
Licensee’s ABN: 51060092631
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD
The date the Financial Adviser commenced the appointment: 02/07/2010
The date the Financial Adviser ceased the appointment: 11/12/2012
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Advanced Diploma of Financial Planning – Tribeca
- Certified Financial Planner – Financial Planning Association (FPA)
- Diploma of Financial Services (Financial Planning) – AMP
- Graduate Diploma of Financial Planning – KAPLAN
- SMSF Specialist Adviser – Self Managed Superannuation Fund Association (SPAA)
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Dale Eriksen is authorised to provide advices on following products: