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 WEALTH MANAGEMENT PTY LTD
Licence number: 240277
Licensee’s ABN: 32087388476
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 WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 240277
Authorised Representative’s ABN: 32087388476

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:

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