About Me

Dylan Pan – Trilingual Financial Adviser (English, Mandarin & Cantonese)

With over a decade of experience in financial services, Dylan provides comprehensive and holistic financial advice to help clients achieve their goals and build long-term financial security. His expertise includes superannuation and Self-Managed Super Funds (SMSFs), retirement planning, investment portfolio construction, tax planning, personal insurance, estate planning, and Centrelink benefits.

Dylan is fluent in English and Mandarin and conversant in Cantonese, enabling him to assist a wide range of clients, including Chinese, Mandarin-speaking, and Cantonese-speaking individuals and families. As a trusted financial adviser for the Chinese community in Brisbane, Dylan combines cultural understanding with professional expertise to deliver personalised, easy-to-understand financial advice. His trilingual ability and deep knowledge of financial planning help clients make confident, informed decisions and achieve long-term financial success.

Areas of Focus

  • Cashflow management
  • Debt management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 7 Years