Dylan started his career in Financial Services in 2005, and he has built up an extensive knowledge of Self Managed Superannuation Funds, investment and personal protection strategies.
With a Certified Financial Planner (CFP®) accreditation, Dylan has advised High Net Worth clients of Boutique advisory businesses, Commonwealth Financial Planning and more recently he has spent 5 years with Grant Thornton Australia.
“Prime provides us a highly personalised service covering our financial needs. Our strategic advice has been proactively provided whilst ensuring our investments are professionally managed without requiring our daily input. We feel comfortable knowing Prime is looking after our investments.”
“In working with Prime, I have been connected with a trusted ‘go to’ source of knowledge, mentorship, tools, services, contacts and – most importantly – a friend on the ground for anything related to financial decisions when feeling a little overwhelmed.”
“I am very pleased with Prime. I have called my adviser when I have questions and have always received prompt replies and all of the support I needed.”
“We are busy running our business, which takes up most of our time! To have someone we know and trust in charge of our money is so comforting. I enjoy the quick and clear communications I have with my adviser and I trust his suggestions for our investments.”
“We have worked with Prime for fifteen years as our financial adviser. Prime has always guided us through with professional advice on our financial decisions, whether it be in the local office or over the phone. We have found our adviser, Garry, has gone above and beyond the call of duty with regards to our retirement and financial matters in a friendly and caring way.”
“I find Michelle service to me is of high value. She is knowledgeable and transfers the information to me clearly. Thank you Prime.”
“We have always felt that our advisor listened carefully to what we expected and responded appropriately. Livio is always interested in us as a couple and our lifestyle- we have never felt like we were bulk handled.”
“I have been a client of Prime for just over 3 years and I am confident that the advice and service I have received during that time has been in my best interests.”
“I have been using Prime for many years and one of the things I appreciate most is that their advice is only a phone call away and I always feel as a customer that Prime have my best interest at heart. It is a very personal service executed by very personable and helpful individuals. My advisor feels like family I am very satisfied.”
