Planwise Financial Services, in Bateman Western Australia Contact us

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 24 years as a Financial Planner and holds the highest professional credential afforded in the industry, that of Certified Financial Planner.

Both Planwise Financial Services and Dale Robinson are Authorised Representatives of Affinia Financial Advisers Limited.

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 Planning Association of Australia.

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 Riverton and Willetton previously before joining Planwise in 2009 as the practice manager and financial planner.

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 Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL 237857.

Dale Robinson is a Sub Authorised Representative of Robijaja Pty Ltd.

Please find the current Affinia Financial Advisers Limited Financial Services Guide and Affinia Group Privacy Statement here Affinia FSG Pt 1 + Affinia Privacy Statement.

Please find the current Planwise Financial Services / Dale Robinson Adviser Profile here DR – Planwise – FSG Pt 2.

or read more about how Planwise can help you