Dylan Pan profile photo

Dylan Pan

FMD Financial

Bronze
7 Yrs Experience
Bowen Hills, QLD 4006

Dylan - Bilingual Financial Adviser

With over a decade of experience in financial services, Dylan specializes in comprehensive and holistic financial advice. He is an expert in superannuation, investment portfolio construction, pre- and post-retirement planning, and personal insurance. Dylan is dedicated to helping clients achieve their financial goals and secure peace of mind.

Dylan is fluent in Mandarin and has basic proficiency in Cantonese, making him an ideal adviser for Chinese-speaking clients. His language skills and deep understanding of financial planning ensure personalized advice tailored to the needs of the Chinese community.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Master of Commerce (Applied Finance)
  • Languages spoken
    • Cantonese
    • English
    • Mandarin

FMD Financial

Suite 20, 39 Jeays St
Bowen Hills, QLD 4006

Opening hours

  • 8:00am – 4:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fmd Advisory Services Pty Ltd

AFSL 232977