Dylan Psiuk

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BBus (Acc) DipFP

Authorised Representative: 001260319

Financial Planner

"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.

Services and specialities

  • Financial Planning
  • Investment Advice
  • Retirement and Estate Planning
  • Superannuation Advice
  • Wealth Management

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.

Industry Education & Experience

Qualifications
  • Bachelor of Business (Accounting), James Cook University, 2017
  • Diploma Financial Planning, Kaplan, 2017
  • FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2019
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Generic
  • Life Insurance
  • Securities
  • Managed Investments
  • Superannuation
  • Financial Planning
I am employed by Reximus Pty Ltd which operates the business of Morgans Financial Limited - Cairns. My employer remunerates me as your adviser by way of salary.