Our Story
At Bold Wealth, we plan for the things that are truly meaningful in life.
Through each financial journey, there are significant decisions, hurdles and challenges to face. We are there to guide our clients through each of these as a companion, guide and adviser, recognising that it’s not just about the numbers, but also about the journey, maintaining relationship and providing a seamless experience.
We take the time to understand your needs and circumstances and specialise in crafting a roadmap tailored to meet your financial goals and objectives. We believe in looking ahead, dreaming big and building a plan that will last generations.
We are here to help you live a better life.
Be better, be well, be Bold.
Our Key Members
Dylan Pargiter-Green
Director, Financial Advisor
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After completing his Bachelor of Commerce at Melbourne University, Dylan has worked in financial advice since 2016. He has always been passionate about personal finance and creating wealth with a well-thought-out strategy.
His desire to always encourage his clients to do a little more each year, grow, and build in a way that he knows they will reflect on with a proud smile in the years to come led him to found Bold Wealth.
“I’ve always wanted to be in a position to help others, and this is up there with the best jobs in the world for that”
His interests outside of work includes anything consumable! Dylan is a lover of restaurants, cafes, great food, coffee, wine – the list goes on, but you can rest assured, there will be great coffee if you meet him for a café meeting.
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To book a meeting with Dylan, please click here.
Bill Jackson
Director, Financial Advisor
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Bill has been providing financial advice since 2013, achieving Certified Financial Planner status in 2015.
He helps his clients by understanding their unique goals and developing strategies to help them achieve these.
Whilst having a keen interest in small businesses, he also assists pre-retirees to grow and optimise their superannuation, younger families with their insurance needs, and first-home buyers build house deposits.
Bill also has a strong understanding of tax, accounting and business structures, leading the financial planning arm of an accounting practice for many years. This knowledge of the tax system helps him put together creative strategies to help clients minimise their taxes where possible.
Outside of work, Bill enjoys travel, sport and food and wine. He is kept busy by his 7 and 6-year-old daughters and his very active Beagle.
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To book a meeting with Bill, please click here.
Daniel Palmer
Director, Financial Advisor
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When Daniel started working in the Financial Planning world in 2017, he knew very quickly that this was going to be the career for him. He saw the immediate value of what a deliberate and considered financial plan can deliver to families and individuals. He realised that without a plan, people’s goals and dreams were unlikely to become a reality, and likely remain as simply dreams. He gets immense satisfaction in assisting his clients make their dreams a possibility.
“Knowing that when I speak to my clients and listening to their goals and aspirations, I can assist them in building the path from where they are now to where they want to be. It’s a great feeling”
Outside of helping his clients, he is a Western Bulldogs tragic and follows the New England Patriots very closely in the NFL (ask him about his Superbowl trip. He loves to share it). There is nothing he loves more than spending time with his young family and seeing his two boys, Landon and Freddie the Border Collie, grow up to be best friends.
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To book a meeting with Daniel, please click here.
Kohl Gianoli
Operations Manager
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Upon completion of his Bachelor of Commerce (Management & HR) at the University of Western Australia, Kohl began working with a multinational wholesale business where he developed a desire to learn more about the internal operations and finance of organisations. To pursue this goal, he relocated to Melbourne where he gained a Masters in Banking & Finance from Monash University.
Since completion of his master’s Kohl has worked as an Operations Manager in the financial planning industry and is continuously looking for ways to enhance efficiency to provide both colleagues and clients with a more seamless experience.
Although he has a deep love for Melbourne and all it has to offer, a great love for the outdoors means that on the weekends you won’t find him anywhere near the city. From hiking and fishing through to alpine camping Kohl enjoys almost every outdoor activity.
Joenela De La Cruz
Client Services Associate
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Joey has been helping financial advisers with their administrative work since 2016, and has been working with Dylan since 2021.
Joey earned a degree of Bachelor of Commerce majoring in Management Accounting at the University of San Jose-Recoletos in the Philippines.
Joey is a mom of 2 lovely boys. She loves to cook and spend her free time at the beach and on the mountains with her family.
“The way to achieve your own success is to be willing to help somebody else get it first” - Iyanla Vanzant
