HomeFinancial AdvisersDylan James Cresswell – Financial Adviser

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

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
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