Hi, I'm Dylan. 

 

Dad, friend, small business owner and financial adviser. I help 30's, 40's and Families make sense of their money and clearly define what they want out of life.

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I have three beautiful children, Evan, Ariana and Indie. They mean the world to me. Like you, I am working hard to create a secure financial future for my family.

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I am lucky enough to have a big second family - my clients. I am passionate about being by their side; celebrating their achievements and I also feel their pain during challenging times.

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Most of all, I am a parent, just like you. I find it hard sometimes. The juggles, struggles and chaotic weeks. Career, health, fitness, hobbies, schooling, home duties - how do we fit it all in?  My clients want to provide for their little crew, enjoy life's little pleasures and become the very best financial versions of themselves possible. 

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Professionally, I have been helping clients achieve their goals since 2010. I have a Bachelor of Commerce (distinction) in Finance, Diploma of Financial Planning and a Justice of the Peace. I have also completed further education; completing Ethics and Professionalism in Financial Advice coursework in 2020.

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I have a made-up PHD in time management as I navigate the week through kids sports, client meetings and staying connected with family and friends!

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If I am not enjoying time with my little crew or working in and on my business helping clients like you - you'll find me pursuing my other hobbies - food, friends, football, traveling, spirituality and music. I'm passionate about reconnecting with nature,  the concept of consciousness, the human mind and the mystery of life. I am also a junior football coach with a healthy obsession with player and local club development! My mantra: Practise makes progress, not perfection! 

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I'd love to hear more about your story.

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- Finance Dad