Planwise Financial Services has been helping residents in Bateman and surrounding districts since it was established in 1992.
Senior Financial Planner Dale Robinson joined Planwise in 2009. Dale has over 28 years as a Financial Planner and has satisfied the strict criteria to achieve the accreditation of Certified Financial Planner.
Both Planwise Financial Services and Dale Robinson are Authorised Representatives of Count Financial Limited (‘Count’).
Who will provide me with financial advice?
Dale Robinson CFP – Dale is qualified as a Certified Financial Planner, the highest professional credential offered to members of the Financial Advice Association of Australia (FAAA).
Dale began his financial planning career in 1997 with one of the “Big Four” banks. Since then Dale has provided professional financial advice and assistance to residents in the South Metropolitan area, with several years in the Riverton and Willetton area previously before joining Planwise in 2009 as the practice manager and financial planner. The business premises were moved to Bateman in March 2020.
Who takes responsibility for the financial advice?
Robijaja Pty Ltd (ABN 84 149 006 922) trading as Planwise Financial Services is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL 227232 (‘Count’).
Dale Robinson is a Sub Authorised Representative of Robijaja Pty Ltd.
Please find our current Count Financial Services Guide and Planwise Financial Services / Dale Robinson Adviser Profile here: Count Financial FSG Part 1 & PWFS Part 2 V25.0.pdf
or read more about how Planwise can help you
are certification marksowned outside the US by the Financial Planning
Standards Board Ltd (FPSB). Financial Planning Association of Australia Limited is the marks licensing authority for the CFP
marks in Australia, through agreement with the FPSB.