Daniel Lunardi

Daniel is an Authorised Representative of Count and a Director of Ascent Private Wealth and receives salary and share of profit distribution payable.

Daniel has 9 years of experience in the financial planning industry and 6 years’ experience in the provision of financial planning advice. He joined the Ascent Private Wealth team in February 2015.

Daniel has extensive experience in advice on SMSF and Estate Planning, Family Trusts, Testamentary Trust, risk management. He also has extensive experience with financial modelling and analysis of complex financial strategies.

Daniel attained Bachelor of Commerce (Finance) from Swinburne University of Technology in 2012. In 2015 and 2016 he attained the Diploma of Financial Planning and Advanced Diploma of Financial Planning from Monarch Institute. He has been a Certified Financial Planner (CFP™) since 2018.

Financial services and product types

Daniel is authorised to provide advice in the following areas:

• Deposit and Payment Products
• Government Debentures, Stocks and Bonds
• Life Products
• Managed Investment Schemes
• Retirement Savings Accounts Products
• Securities
• Superannuation