Summary
Dylan has more than a decade of experience across financial planning and wealth management, having first completed a Bachelor of Business before attaining a Diploma of Financial Planning. His early exposure to his family’s business, along with familial experience in restructuring, insolvency and accounting, provided a strong foundation in financial discipline and invigorated a lasting interest in business, relationships, and strategic thinking.
Having joined Escala Partners in 2019, Dylan draws on this background and the collective expertise of the advisory team to assist entrepreneurs, business owners and executives in navigating complex financial environments. He specialises in designing sustainable, tax-efficient investment strategies and superannuation structures that support long-term wealth creation and intergenerational financial security.
ASIC Registered Financial Advisor (No. 001271239)
Accredited Tax (Financial) Adviser
Accredited SMSF Specialist Advisor (SSA®)
Accredited Derivatives Advisor
Get in touch with Dylan Verney