Dylan Cresswell
Financial Adviser
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About
Dylan Cresswell is an ASIC-registered financial adviser based in Southbank, VIC, dedicated to helping clients achieve their financial goals through personalised and strategic advice. With a solid foundation in accounting and extensive qualifications in financial services, including a Bachelor of Business (Accounting) from Victoria University (2006), a Diploma of Financial Services from Tribeca (2007), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan (2010), and the 5 Unit CFP Certification Program from the Financial Advice Association of Australia (FAAA) (2016), Dylan brings a wealth of knowledge and experience to every client interaction. Further solidifying his commitment to ethical practices, Dylan completed FPC002B Ethics and Professionalism in Financial Advice with Kaplan in 2020. As a proud member of the Financial Advice Association of Australia (FAAA), Dylan adheres to the highest standards of professionalism and ethical conduct. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create holistic financial strategies tailored to each client's unique circumstances. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Dylan is committed to providing clear, straightforward advice to help you navigate the complexities of the financial landscape. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Dylan can provide the expert guidance you need. Contact Dylan today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What services does Dylan Cresswell offer?
Dylan Cresswell provides a range of financial advisory services, including superannuation advice, insurance solutions, wealth management, and retirement planning.
What qualifications does Dylan Cresswell have?
Dylan Cresswell holds a Bachelor of Business (Accounting), a Diploma of Financial Services, an Advanced Diploma of Financial Services (Financial Planning), and the CFP Certification from the FAAA. He has also completed Ethics and Professionalism in Financial Advice training.
What can I expect during a consultation with Dylan Cresswell?
During a consultation, Dylan will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalised financial strategy tailored to your needs.
Why should I choose Dylan Cresswell as my financial advisor?
Dylan Cresswell is a highly qualified and experienced financial advisor who is committed to providing ethical and professional advice. He is a member of the FAAA and is authorised to provide advice on a wide range of financial products.
How can Dylan Cresswell help me with my retirement planning?
Dylan Cresswell can help you develop a comprehensive retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. He can also provide advice on superannuation, investments, and other retirement income strategies.
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