Dylan Greenway
Financial Adviser
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About
Dylan Greenway is an ASIC-registered financial adviser dedicated to helping individuals and families in Ashfield and across NSW achieve their financial goals. With a strong educational foundation, including a Diploma of Financial Services (Financial Planning) from Integratec (Aust) Pty Limited (2003), a Graduate Diploma of Financial Planning (2020) and a Master of Financial Planning (2022) from Kaplan Professional, Dylan possesses the knowledge and expertise to provide comprehensive financial advice tailored to your unique circumstances. As an authorised representative, Dylan can provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, protecting your family with insurance, or seeking to grow your wealth, Dylan can provide the expert guidance you need. Contact Dylan today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Dylan Greenway offer?
Dylan Greenway provides advice on a range of areas including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Dylan Greenway have?
Dylan Greenway holds a Diploma of Financial Services (Financial Planning) from Integratec (Aust) Pty Limited, a Graduate Diploma of Financial Planning, and a Master of Financial Planning from Kaplan Professional.
How can Dylan Greenway help me plan for retirement?
Dylan can assess your current financial situation, understand your retirement goals, and develop a personalised strategy to help you achieve a comfortable and secure retirement. This includes advice on superannuation, investments, and other retirement income streams.
What is the process of working with Dylan Greenway?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Dylan will then gather relevant information, analyse your needs, and develop a tailored financial plan. He will then present the plan to you, address any questions, and implement the agreed-upon strategies. Regular reviews will ensure your plan remains aligned with your evolving needs.
What should I expect during my first meeting with Dylan Greenway?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Dylan will ask questions to gain a thorough understanding of your needs and will explain how he can help you achieve your objectives. There is no obligation to proceed after the initial consultation.
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