Escala Partners
Dylan Verney is an experienced investment advisor currently at Escala Partners since August 2019, providing personalized wealth management services to ultra-high net worth individuals, family offices, not-for-profit organizations, and institutional investors. Prior to this role, Dylan served as an associate advisor at McQueen Group, focusing on client service, advice implementation, and financial modeling, along with expertise in XPLAN software. Dylan's earlier experience includes working as an assistant account executive at Affinity Insurance Brokers, where responsibilities included client management and insurance processing, and being an investment member at Foresight Investments, which achieved a notable return on investments. Dylan's career also includes event operations management at Fairfax Events & Entertainment, with involvement in organizing major sports events. Academic qualifications include a Bachelor of Business in Economics and Banking and Finance from Monash University, a Diploma of Financial Planning from Kaplan Professional, and completion of the Victorian Certificate of Education at Brighton Grammar School.
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Escala Partners
Escala Partners is the new standard in personalised wealth management. Everything we do is designed to put our clients’ interests first and realise their financial aspirations. We develop tailored strategies focused on creating and preserving wealth; offer objective, considered advice based on market-leading research; and work collaboratively as a team so we can deliver superior outcomes. This is our point of difference: a completely new experience in wealth management. Escala Partners Pty Ltd. is a Corporate Authorised Representative of Escala Wealth Management Pty Ltd (AFSL 456207). Our important information can be seen at https://escalapartners.com.au/important