Dylan Pan

PJL Financial

Bronze
7 Yrs Experience
Mansfield, QLD 4122

Dylan Pan – Trilingual Financial Adviser (English, Mandarin & Cantonese)

With over a decade of experience in financial services, Dylan provides comprehensive and holistic financial advice to help clients achieve their goals and build long-term financial security. His expertise includes superannuation and Self-Managed Super Funds (SMSFs), retirement planning, investment portfolio construction, tax planning, personal insurance, estate planning, and Centrelink benefits.

Dylan is fluent in English and Mandarin and conversant in Cantonese, enabling him to assist a wide range of clients, including Chinese, Mandarin-speaking, and Cantonese-speaking individuals and families. As a trusted financial adviser for the Chinese community in Brisbane, Dylan combines cultural understanding with professional expertise to deliver personalised, easy-to-understand financial advice. His trilingual ability and deep knowledge of financial planning help clients make confident, informed decisions and achieve long-term financial success.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Master of Commerce (Applied Finance)
  • Languages spoken
    • Cantonese
    • English
    • Mandarin

PJL Financial

32 Mansfield Pl
Mansfield, QLD 4122

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Spark Advisors Australia

AFSL 380552