Dylan James Cresswell
Financial Adviser in Southbank, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312219
- Location
- Southbank VIC 3006
- Licensee
- Primestock Securities Limited (AFSL 239180); Primestock Wealth Management Pty Ltd (AFSL 240277)
- Authorised since
- 21 November 2016
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Accounting), Victoria University (2006); Diploma of Financial Services, Tribeca (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2010); 5 Unit CFP Certification Program, Financial Advice Association of Australia (FAAA) (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Dylan James Cresswell
Dylan James Cresswell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Southbank, Victoria (adviser number 000312219).
Dylan provides advice as an authorised representative of Primestock Securities Limited, which holds Australian financial services licence 239180. The register also lists Primestock Wealth Management Pty Ltd (licence 240277). The current authorisation started on 21 November 2016.
According to the register, Dylan first provided financial advice in 2006. Qualifications and training on file include Bachelor of Business (Accounting) (Victoria University, 2006), Diploma of Financial Services (Tribeca, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2010). Dylan is recorded as a member of Financial Advice Association of Australia (FAAA).
Dylan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Dylan James Cresswell a registered financial adviser?
Yes. Dylan James Cresswell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312219.
Which licensee does Dylan James Cresswell work under?
Primestock Securities Limited, Australian financial services licence 239180 and Primestock Wealth Management Pty Ltd, Australian financial services licence 240277.
What can Dylan James Cresswell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.