DYLAN CHARLES VERNEY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2017 - Bachelor of Business - Banking & Finance & Economics - Bachelor Degree (AQF 7) - Monash University
2018 - Diploma of Financial Planning - - Kaplan Professional
2020 - Accredited Derivatives Adviser Level 1 - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2024 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association Ltd
2025 - Tax for Financial Advising - Other - Kaplan Higher Education
🏢 Professional Memberships
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.