Dale joined the WHK Financial Planning Team in 2003, and has been providing financial planning advice to a broad range of clients since 1999. Prior to that time, he had ten years retail banking experience.

Dale's client service philosophy is simple, the best financial plan can be undone by a lack of discipline from either the planner and/or the client so a regular review process, taking into account a clients changing situation and financial objectives, will allow their financial plan to remain relevant.