Davone Saycocie

SMATS Wealth Pty Ltd.

Silver
7 Yrs Experience
Sydney, NSW 2000

Davone Saycocie has been a Financial Adviser with SMATS Wealth since 2018. She is responsible for providing advice to both new and existing clients, helping them to work towards their long-term financial goals and objectives.

Holding a Post Graduate Diploma in Financial Planning and having attained the ASIC Financial Adviser Exam, Davone is fully qualified to provide financial advice and empower clients to make informed decisions to improve their future financial well-being.

Davone’s early career saw her owning and running her own business. This helped her hone her client service ethic to the exceptional standards they are today. Davone took a change of career direction into financial services in 2011 establishing new skills supporting clients and acting as a Paraplanner for a busy Sydney-based Financial Planning office. Passionate about helping clients achieve their financial goals, Davone decided to move into a Financial Advisory role where she could more fully utilise her analytical skills and customer-focus to help her clients.

As a holistic Adviser, Davone enjoys providing superannuation, retirement planning strategies, and long-term investment advice to potential and current SMATS clients, offering tailored solutions to meet each client's unique needs. Davone is particularly adept at, and specialises in, providing advice on personal insurances such as Life cover, Total and Permanent Disability, Trauma and Income Protection insurances. Here, she is able to use her comprehensive communication, analytical and interpersonal skills to assist clients protect themselves and their families should their lives take a turn for the worse.

Known for delivering high-quality advice grounded in integrity, combined with a comprehensive knowledge of financial products and services, Davone’s strong attention to detail, exceptional listening skills, and client-focused approach enable her to build lasting relationships and help individuals achieve their financial goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

SMATS Wealth Pty Ltd.

Suite 12, Level 3, 7 Bridge St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

LFG Financial Services Ltd

AFSL 227096