About Us
We provide tailored and strategic financial advice and build strong, long-term relationships.
Dylan is the owner and sole Director and Principal with over 20 years of experience in superannuation, retirement and investment strategies.
Dylan commenced with Simmons Partnership Financial Services in 2008 and acquired part of the business in 2012 (following the acquisition of Harris Financial Services), and the balance of the company in 2021.
At this time, the business also relocated to the current premises in the Oracle, Broadbeach and commenced operating under the Gamma Financial Group license.
Dylan’s early career included positions with UBS in London and the Queensland Investment Corporation (QIC) in Brisbane.
A sea change to the Gold Coast in 2003 was the catalyst for a slight career shift into Financial Planning.
Dylan rides a road bike to keep fit (as well as catch up with his mates for a coffee) and loves spending time surfing and travelling overseas with his better half/wife/partner and 2 young boys.
Dylan has a Bachelor of Commerce from the University of Queensland and a Graduate Diploma in Financial Planning from the Securities Institute of Australia (now FINSIA).
