Financial Adviser
· SOUTHBANK, VIC
Dylan James Cresswell
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000312219
Dylan James Cresswell is a financial adviser based in Southbank, Victoria, with 20 years of experience in the financial services industry. Dylan is currently authorised under Primestock Securities Limited. Dylan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a 5 Unit CFP Certification Program from Financial Advice Association of Australia (FAAA). Dylan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (Accounting)
Victoria University
2007
Diploma of Financial Services
Tribeca
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2016
5 Unit CFP Certification Program
Financial Advice Association of Australia (FAAA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Deposit and payment products limited to:- Basic Deposit Products;-Deposit Products otherthan basic Deposit Products Life Products including; a. Investment Life Insurance products aswell as any products issued by a Registered Life Insurance Company that are backed by oneor more of it's statutory Funds and; B. Life Risk Insurance products as well as any productsissued by a Registered Life Insurance Company that are backed by one or more of it'sstatutory funds; Interest in Managed Investment Schemes including investor directed portfolioservices; Retirement savings accounts ("RSA") products (Within the meaning of theRetirement Savings Account Act 1997); Superannuation and retirement products. ListedSecurities.
Source: ASIC Financial Advisers Register