Associate Wealth Adviser
BCom, DipFP, AFP®
As an associate adviser in the Sydney team, Dylan provides strategic financial advice in relation to wealth and retirement planning. Once an effective plan has been put in place, he then provides ongoing assistance to ensure clients remain on track to meeting their retirement goals, particularly in light of changing personal circumstances and legislation.
Dylan also has specialist expertise in educating members of defined benefit superannuation schemes on how to potentially grow and manage their retirement benefits.
“I have always wanted to help and educate others. Now through my role, I’m able to use my knowledge to help them grow and manage their wealth – particularly with utilising the control and flexibility of a self-managed superannuation fund to meet their retirement goals,” he said.
“Without strategic financial advice, people may not be making the most of their situation and could be missing out on potential opportunities or entitlements available to them. I enjoy helping to identify these areas to offer a strategy which they previously thought may not have been possible.”
Dylan has a Bachelor of Commerce majoring in Finance and Economics from Flinders University and a Diploma of Financial Planning from Kaplan. He is also currently studying to become a Certified Financial Planner.