Dylan James Cresswell is a financial adviser based in Southbank, Victoria, with 20 years of experience in the financial services industry since 2006. Dylan is currently authorised under Primestock Securities Limited, operating through Primestock Securities. Dylan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dylan's 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
Registration History
Nov 2016 - Present
Current
Nov 2016 - Present
Current
Dec 2015 - Nov 2016
Ceased
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