Financial Adviser
· MELBOURNE, VIC
Dylan Charles Verney
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271239
About Dylan Charles Verney
Dylan Charles Verney is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Dylan is currently authorised under Escala Wealth Management, operating through Escala Partners. Dylan holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Dylan's qualifications include a Bachelor of Business. Dylan is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business
2018
Diploma of Financial Planning
Kaplan Professional
2020
Accredited Derivatives Adviser Level 1
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2024
SMSF Specialist Advisor (SSA)
SMSF Association Ltd
2025
Tax for Financial Advising
Kaplan Higher Education
Registration History
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
Source: ASIC Financial Advisers Register