About Me

With over a decade of experience in financial services, Dylan provides comprehensive and holistic financial advice. His expertise covers superannuation, investment portfolio construction, pre- and post-retirement planning, and personal insurance. Dylan is dedicated to using his skills and knowledge to help clients achieve their goals and gain peace of mind.

Dylan also speaks fluent Mandarin and has basic proficiency in Cantonese, enabling him to provide advice to Chinese-speaking clients.

Areas of Focus

  • Cashflow management
  • Debt management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 6 Years
  • Licensed By
    Licensed By Fmd Advisory Services Pty Ltd