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At Dale Financial Planning we like to provide face to face advice for families and small buisinesses to clarify the pathways to a better financial life.
At Dale Financial Planning we like to provide face to face advice for families and small buisinesses to clarify the pathways to a better financial life.
Ian Willam Dale
Bachelor of Science and RG 146
Ian Dale is an experienced financial adviser with over 35 years in the financial services industry. He specialises in helping individuals, families, and business owners develop personalised strategies to build, protect, and transfer wealth. Ian is known for his client-focused approach, emphasising long-term relationships, financial education, and tailored solutions that align with each client’s unique goals and values.
Dianne Pelham-Thorman
Dianne Pelham-Thorman is an accomplished office manager with over 30 years experience in administrative leadership and operational support. Throughout her career, she has built a reputation for excellence in organisation, efficiency, and client service. Dianne oversees daily office operations, ensuring seamless coordination, effective communication, and a positive experience for both clients and team members.
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