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
Name of the Authorised Representative:
Authorised Representative identifying number:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: