Our Team

Group Photo
Left to Right: Dale Evenden, Steph Rogers, Andrew Halliday.

 

 

Our Team

Dale Evenden is our qualified and experienced financial adviser at AdviceOne.  Dale holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services. Dale has completed the FASEA Adviser exam, the Ethics and Professionalism bridging course and has Self-Managed Super Fund accreditation. He is currently completing his Master of Financial Planning.

Dale is well versed in all aspects of financial planning, including superannuation, investments, pensions, self-managed super funds as well as insurance to name a few.

Dale loves working with people and feels his strong relationship skills assist him to help his clients achieve their personal goals more effectively. 
In his spare time, Dale enjoys spending time outdoors with his wife, be it hiking, riding, walking, swimming or relaxing at the beach. Dale also enjoys playing Basketball.

Steph Rogers joined the team at AdviceOne in 2017 and comes to AdviceOne with over 28 years experience in the banking industry and over 10 years experience in Financial Planning. She brings a wealth of knowledge and organisational skills which has enhanced and strengthened the services to our clients.  Steph’s main role is Client Services Manager and Administrator.

Andrew Halliday has been working in the financial services industry since 1985, having gained experience in the banking and lending industry. Andrew has been delivering financial planning services since 2001. He was awarded his Master in Financial Planning in 2005, which is the highest tertiary degree in the field of financial planning.  Andrew also received the 2016 National Adviser of the Year Excellence Award by Sentry Financial Planning and in 2019 he received the Sentry Group Bryan Hills Memorial Award in recognition of exceptional personal integrity, courtesy and respect shown to the members of the Sentry team.  Andrew is one of the founding members of AdviceOne Financial Services.