Dylan Psiuk
BBus (Acc) DipFP
Financial Planner & Investment Adviser
"My role as a Financial Planner allows me to share the knowledge and experience I have gained with others to help them towards a better financial future."
Dylan has been in the financial services industry since 2015 and has a range of experience assisting clients with holistic advice and strategies. Dylan specialises in Superannuation and retirement planning, wealth accumulation and protection.
Investment Style
Dylan's approach to investment uses a blend of strategic asset allocation and tailored portfolios to assist clients to build their wealth over the long term. Dylan focuses on strategies which take advantage of legislative and technical opportunities to help clients to meet their financial goals.
Services and Specialties
Superannuation Advice
Retirement and Estate Planning
Wealth Management
Financial Planning
Investment Advice
Qualifications and Professional Affiliations
Diploma Financial Planning
Accredited Aged Care Professional™
Bachelor of Business (Accounting)
FPC002B Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Generic
Life Insurance
Securities
Financial Planning
Managed Investments
Superannuation
I am employed by Coorai Pty Ltd which operates the business of Morgans Financial Limited - Cairns. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
