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@escalapartners.com.au
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Dylan Verney is listed as Investment Advisor at Escala Partners at Escala Partners, a company with 56 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at escalapartners.com.au and a matched LinkedIn profile for Dylan Verney.
Dylan Verney previously worked as Investment Advisor at Escala Partners and Associate Advisor at Escala Partners. Dylan Verney holds Bachelor Of Business, (Banking & Finance, Economics) from Monash University.
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AeroLeads found 1 current-domain work email signal for Dylan Verney. Compare company email patterns before reaching out.
Dylan is driven by building trusted relationships and creating meaningful value for his clients. With more than a decade of experience in financial planning and wealth management, he entered the advisory field immediately after the Royal Commission, positioning himself as an advisor with a fresh perspective; one who is free from the outdated, conflicted advice, and stockbroking models of the past.A dynamic investment advisor, Dylan brings a youthful energy and enthusiasm to his work, backed by the qualifications that equip him with the expertise to navigate complex financial situations. He thrives in Escala Partners' collaborative environment, where the process-driven approach of the Chief Investment Office and the best-in-class offerings enable him to focus exclusively on his clients’ best interests, delivering timely and proactive advice tailored to their needs.Growing up in a family business, Dylan learned the value of hard work and attention to detail from an early age. Coupled with a background in restructuring, insolvency, and accounting within his family, this experience has shaped his strong sense of responsibility and reinforced his commitment to building lasting, meaningful relationships with his clients.Escala Partners provides personalised wealth management services predominantly to Australia’s high net worth families and not for profit organisations. Everything we do is designed to care for our circle of clients and realise their financial aspirations; from offering objective, considered advice grounded in market-leading research, to working collaboratively as a team so we can ensure the best possible outcomes.
Listed skills include Leadership, Teamwork, Time Management, Event Management, and 19 others.
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A career timeline built from the work history available for this profile.
Melbourne, Australia
Escala Partners was founded in response to the inherent conflicts and biases of traditional wealth management firms. We provide personalised wealth management services to Australia’s ultra-high net worth individuals, family offices, not for profit organisations and institutional investors. Everything we do is designed to care for our circle of clients and.
Melbourne, Australia
Responsibilities and areas of expertise include:- Client service- Administrative processing- Advice implementation- Paraplanning- Strategy proposals- Asset allocations- Research and analysis- Financial modellingTechnical knowledge of XPLAN including:- XTOOLS+- WealthSolver- IPS- Risk Researcher
Melbourne, Australia
Responsibilities as part of the Commercial team include:- Satisfying client’s general insurance requirements and queries- Liaising with insurance underwriters and other third parties and achieving the best possible outcome for clients- Acting as agent for the insurance company, and therefore acting as the insurance underwriter, where a scheme is in place.
Melbourne, Australia
Part of an investment syndicate of predominantly university students in which total FUM reached $70,000 (member monies), a total return of 16.8% was realised - considerably outperforming the market. The focus was small cap Australian securities and the unique structure of the syndicate meant that all members had an equal opportunity to pitch and decide.
Melbourne Area, Australia
Sports Media and Entertainment 360 (SME 360) was established officially in November 2015 after acquiring SuperSprint Events.Events included:- Gatorade Triathlon Series - AustralianSuper Corporate Triathlon National Series - Sussan Women’s Fun Run - RACV Great Ocean & Otway Classic Ride - Challenge Melbourne - Challenge Shepparton - Wiggle Amy's Gran Fondo.
Other employees you can reach at escalapartners.com.au. View company contacts for 56 employees →
Travis Pitt
Colleague at Escala Partners
Greater Melbourne Area, Australia
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Harrison Terry
Colleague at Escala Partners
Beaumaris, Victoria, Australia, Australia
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MB
Matt Barfoot
Colleague at Escala Partners
Sydney, New South Wales, Australia, Australia
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MD
Marisa Di Mattia
Colleague at Escala Partners
Melbourne, Victoria, Australia, Australia
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Nick Greenway
Colleague at Escala Partners
Greater Melbourne Area, Australia
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Torty Howard
Colleague at Escala Partners
Greater Sydney Area, Australia
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MC
Mark Cooper
Colleague at Escala Partners
Sydney, New South Wales, Australia, Australia
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CG
Constance Gaidatzis
Colleague at Escala Partners
Melbourne, Victoria, Australia, Australia
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AF
Amanda Fong
Colleague at Escala Partners
Greater Melbourne Area, Australia
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TM
Tom Meagher
Colleague at Escala Partners
Sydney, New South Wales, Australia, Australia
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- Investments and portfolio management - Personal financial planning - Financial management - Equity markets - Money and capital markets.
- Financial Planning Fundamentals - Insurance and Risk Protection - Superannuation and Retirement Planning - Securities and Managed.
- Prefect (2011) - First XVIII Football (2010, 2011) - First XI Cricket (2011) - Middle School House Captain (2007)
Quick answers generated from the profile data available on this page.
Dylan Verney works for Escala Partners.
Dylan Verney is listed as Investment Advisor at Escala Partners at Escala Partners.
AeroLeads has found 1 work email signal at @escalapartners.com.au for Dylan Verney at Escala Partners.
Dylan Verney is based in Melbourne, Victoria, Australia while working with Escala Partners.
Dylan Verney has worked for Escala Partners, Mcqueen Group, Affinity Insurance Brokers, Foresight Investments, and Fairfax Events & Entertainment.
Dylan Verney's colleagues at Escala Partners include Travis Pitt, Harrison Terry, Matt Barfoot, Marisa Di Mattia, and Nick Greenway.
You can use AeroLeads to view verified contact signals for Dylan Verney at Escala Partners, including work email, phone, and LinkedIn data when available.
Dylan Verney holds Bachelor Of Business, (Banking & Finance, Economics) from Monash University.
Dylan Verney is listed with skills including Leadership, Teamwork, Time Management, Event Management, Public Speaking, Team Leadership, General Insurance, and Client Liaison.
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