Dylon Mackriel

Owner & Principal Financial Advisor

I am originally from South Africa and I've been in the retirement and pension industry for approximately 15 years.

I started out as a retirement income payments administrator and later became an accountant within the industry. I spent 3 years as an accountant before immigrating to Australia.

I then decided to change my career and in 2016 I became a financial adviser in order to educate and provide quality services to individuals. I've worked in a number of financial planning firms, ranging from small private companies to large corporate institutions. I know my way around the industry.

I specialise in retirement planning in conjunction with Centre Link principles. I enjoy showing clients how to create their own wealth and believe everyone should have a contingency plan in case of an emergency, which brings up insurance discussions.

I specialise in helping you decide the correct superannuation platform for you and your needs.

Building a relationship with you is of high importance and I invest time to get to know you more. I'll be conducting 1 to 2 meetings with the client, whether online over the phone or in person before providing you with a financial plan. We will also implement the recommendations for you and then it will be up to you to decide whether an ongoing service arrangement will suit your needs.

Dylon is a Sub-Authorised Representative of Dreamwise Financial Services Pty Ltd, Corporate Authorised Representative No. 1304920. Authorised Representative No. 1249090.

Qualifications

Dylon holds an Advanced Diploma in Financial Planning and a Bachelor of Accounting Science, and meets the competency requirements under ASICs Regulatory Guide RG 146.

Authorisations

Dylon is authorised to provide advice and deal in the following financial products:

  • Life Products including Investment Life Insurance Products and Life Risk Insurance Products

  • Interests in Managed Investment Schemes including Investor Directed Portfolio Services

  • Deposit and Payment Products

  • Retirement Savings Accounts (“RSA”) products

  • Debentures, Stocks or Bonds issued or proposed to be issued by a Government

  • Superannuation

  • Self Managed Superannuation Funds

  • Securities

  • Standard Margin Lending Facility

Advice Fees and Charges

Dylon will be paid by Financial Planning Advice Fees as described in the Financial Services Guide. The amount of the benefit and how it is calculated will be advised to you during your initial meeting.

Dylon’s fee for the preparation of a Statement of Advice and other Advice documents will vary depending on the complexity involved and the time taken. You will be notified of the costs involved prior to the commencement of any work.

Details of fees and charges:

Advice and implementation:

  • Standard/Simple = $3,300 plus GST

  • Comprehensive = $4,400 plus GST

  • Complex = $5,500 plus GST

Ongoing service arrangements:

  • Standard/Simple = $2,200 plus GST

  • Comprehensive = $3,300 plus GST

  • Complex = $4,400 plus GST

Dreamwise Financial Services pays a fixed licensing fee to Capstone Financial Planning Pty Ltd and will receive all revenue earned from the financial services provided to you. Dylon is a Director of Dreamwise Financial Services and will receive a salary/benefit from this company.

Other Benefits

From time to time Dylon may be invited to social or sporting events and receive the occasional gift such as a bottle of wine or hamper on special occasions. These non-cash benefits will have a value of less than $300.

A register listing the details of any non-cash benefits between $100 and $300 is maintained. These invitations and gifts do not influence the advice provided to you.

If you would like more information you can request a copy of the register.