Financial Adviser - David Lenarduzzi

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We are an independent advice firm, free from conflicts of interest, and dedicated to providing unbiased advice that prioritises your financial well-being. We offer comprehensive, tailored solutions, superior service, and a commitment to transparency and ethical conduct.

We primarily work with individuals and couples planning for retirement, or have recently retired. Our clients are usually professionals and business owners with significant assets or high household incomes. Many of our clients are based in Sydney and appreciate the personalised, face-to-face approach we offer.

The benefits and value provided through our expert advice service enriches our clients quality of life and financial wellbeing. Please visit our website for more information. We look forward to speaking with you.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets

Our financial advice service is designed to provide you with more value and benefits than its cost. Before you make any commitment to proceed with our service, we will clearly explain the services you will receive, the benefits you will gain, and cost of the service. Our fee structure is transparent and designed to align our interests with yours. We only charge on a fee for service basis, with no entry, exit, or administration costs.

Adviser status Gold
First year providing advice 1997
Years of experience 28
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English