Financial Adviser
· KEW, VIC
Dylan Pargiter-green
No disciplinary history on record with ASIC
KEW,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250800
Practice
Kew, VIC (practice address on ASIC register)
Licensed through Cotham Advisory
About Dylan Pargiter-green
Dylan Pargiter-green is a financial adviser based in Kew, Victoria, with 10 years of experience in the financial services industry since 2016. Dylan works at Bold Wealth, which is licensed through Cotham Advisory. 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 Bachelor of Commerce from University of Melbourne.
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
2014
Bachelor of Commerce
University of Melbourne
2016
Diploma of Financial Planning
Integrity Education Group
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Advanced Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register