Dylan James Cresswell – Financial Adviser
Adviser identifying number: 312219
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: PRIMESTOCK SECURITIES LIMITED
Licence number: 239180
Licensee’s ABN: 67089676068
Licence controlled by:
The date the Financial Adviser commenced the appointment: 21/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIMESTOCK SECURITIES LIMITED
Authorised Representative identifying number: 239180
Authorised Representative’s ABN: 67089676068
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan
- Bachelor of Business (Accounting) – Victoria University
- Bachelor of Business (Accounting) – Victoria University
- Diploma of Financial Services – Tribeca
- Diploma of Financial Services – Tribeca
- SMSF Association Specialist Advisor – SMSF Association
- SMSF Association Specialist Advisor – SMSF Association
- Self Managed Super Funds – Kaplan
- Self Managed Super Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
- SMSF Association
Dylan James Cresswell is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility