Dale is a Chartered Financial Planner. He has worked in Financial Services since 2014 and joined Attivo Financial Planning in 2018. Dale is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
All Financial Planners require a Diploma in Financial Planning to provide advice. Dale holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Dale holds the following Advanced Financial Planning Papers: