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
-
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.
-
To book a meeting with Dylan, please click here.
Bill Jackson
Director, Financial Advisor
-
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.
-
To book a meeting with Bill, please click here.
Daniel Palmer
Director, Financial Advisor
-
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.
-
To book a meeting with Daniel, please click here.
Joenela De La Cruz
Client Services Associate
-
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
Julie Cumpio
Client Services Associate
-
Julie grew up helping provide services in her family's small business. This sparked her curiosity about management and finance.
During her final year of earning a degree in Management Accounting from the University of San Carlos in the Philippines, she worked as an administrator in the public healthcare sector. While working, she recognised the importance of security and awareness, not only in health but also in financial literacy. This inspired her to learn more about the financial planning industry.
Since earning her degree, she has been assisting Daniel and Bill with administrative work since 2023.
Outside of work, Julie is a proud fur mom to Wiggle and Milo, enjoys spending time at the beach, and is a passionate concert-goer and dedicated fan of SB19. When she’s not in the office, you might find her at the beach with friends and family, or most likely in full fangirl mode, holding a light stick, singing, and dancing her heart out at concerts and music festivals.
Kimberly Babao
Client Services Associate
-
Kim has always been drawn to management and finance, fascinated by how they intertwine with people’s lives and the opportunities they create. This curiosity led her to pursue studies in Accounting, Business, and Management.
After earning a Bachelor of Science in Management with a minor in Finance from the University of the Philippines, Kim worked in banking, specialising in loan management. She assisted business clients by managing their accounts and processing applications, gaining valuable experience in financial services.
Since then, Kim has been dedicated to assisting clients and providing support. Her eagerness to learn and grow led her to Bold Wealth, where she discovered the value of financial planning and the impact it has on people’s lives.
Outside of work, Kim enjoys many things but has a particular love for art, nature, the company of her books, and spending quality time with family and friends.
"Fortis Fortuna Adiuvat – Fortune favors the bold. So dream more, take risks, and live to the fullest."