Dale Morgan
CPS-HKC PTY LTD · Melbourne VIC 3000 · Advising since 1992
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001257403
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SIRA GROUP PTY LTD · AFSL 278423Through authorised representative CPS-HKC PTY LTD (no. 001306831)Since 1 November 2025
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 1992
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Planning Association of Australia (FPA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTNov 2025 – presentSIRA GROUP PTY LTD · AFSL 278423Through authorised representative CPS-HKC PTY LTD (no. 001306831)
- CEASEDAug 2017 – Jul 2022VIRIDIAN ADVISORY PTY LTD · AFSL 476223Through authorised representative MORGAN ADVICE PTY LTD (no. 001257390)
- CEASEDDec 1997 – Aug 2017WESTPAC BANKING CORPORATION · AFSL 233714Through authorised representative DALE MORGAN (no. 001004779)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Margin Lending and Geared Investments
Kaplan · 2011
Margin Lending and Geared Investments
Kaplan Professional Education · 2011
ASX Accredited Listed Products Adviser Program
Kaplan · 2010 · Certificate (AQF 1-4)
Accredited Derivatives Adviser Level 2
Kaplan Professional Education · 2010
Accredited Derivatives Adviser Level 1
Kaplan · 2008
Accredited Derivatives Adviser Level 1
Kaplan Professional Education · 2008
Diploma of Financial Planning
Financial Planning Association · 2005 · Diploma (AQF 5)
Equivalent to Advanced Diploma of Financial Planning
Financial Planning Association of Australia · 2005
Self Managed Super Fund
Tribeca Learning · 2004
Self Managed Superannuation Funds
Tribeca Learning · 2004
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Dale Morgan claims the profile.
Reviews
Not yet reviewed
No client has reviewed Dale Morgan on Souffle yet.
Contacting Dale Morgan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CPS-HKC PTY LTD
Authorised by SIRA GROUP PTY LTD · AFSL 278423
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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