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
My fees
I offer a free initial consultation for potential new clients.
At a glance
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Adviser status
Bronze
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Master of Commerce (Applied Finance)
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Languages spoken
- Cantonese
- English
- Mandarin
FMD Financial
Suite 20, 39 Jeays StBowen Hills, QLD 4006
![FMD Financial logo](https://resources.adviserratings.com.au/practices/fmd-financial-18003036.png)
Opening hours
- 8:00am – 4:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fmd Advisory Services Pty Ltd
AFSL 232977
![Fmd Advisory Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/fmd-advisory-services-pty-ltd-232977.png)