Financial Planner
Financial Planner

Dale Kirkpatrick

Financial Planner

Dale may be your lead financial planner, helping you understand the things that are most important to you, and making sure that you are on track to achieve them. He will be part of the team making sure that the team have all the detailed information needed to make sure that your plan is accurate, and he may conduct a lot of your ongoing regular progress meetings.

Outside work Dale’s interests largely revolve around sport in general, and hockey specifically, although his past as a child actor does occasionally crop up during office banter.

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