DYLAN JAMES CRESSWELL
Financial Adviser · Southbank, VIC
📚 Qualifications & Training
2006 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Victoria University
2007 - Diploma of Financial Services - Diploma (AQF 5) - Tribeca
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2016 - 5 Unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia (FAAA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
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.