Financial Adviser · BRISBANE, QLD

Dylan Paul Goldfinch

BRISBANE, QLD
3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001295372
Licensee
Melbourne, VIC (licence address on ASIC register)

About Dylan Paul Goldfinch

Dylan Paul Goldfinch is a financial adviser based in Brisbane, Queensland, with 3 years of experience in the financial services industry since 2023. Dylan is currently authorised under Unisuper Management. Dylan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dylan's qualifications include a Masters of Applied Finance from Charles Sturt University. Dylan is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2017
Bachelor of Business (Accounting)
University of Tasmania
2020
Graduate Diploma in Financial Planning
Charles Sturt University
2022
Masters of Applied Finance
Charles Sturt University

Registration History

Jul 2023 - Present Current
Feb 2022 - Jun 2023 Ceased

Source: ASIC Financial Advisers Register