David Linco

Davlin Financial Planning

Platinum
14 Yrs Experience
Thornleigh, NSW 2120

Thanks for considering Davlin Wealth Management to help you with your financial planning.

Being a qualified Accountant, Mortgage Broker and Financial Planner, you will understand that I love crunching numbers, possibly more than you?

Even more than my love for numbers, is my passion to help clients move forward by simplifying financial concepts into language they can understand through the use of whiteboards, information sheets, simple language and webinars (some of which are attached to my Adviser Ratings profile).

The key to engaging an Adviser is firstly, that you can understand them and secondly, they can understand your current position and what you’re looking to achieve. Find out how we have done this through the multiple online client reviews found on Adviser Ratings and Google.

Every year though the Annual Review process we help clients answer, "Can I be Doing Better?" and help them set financial goals for the next 12 months whether it involves Cash Flow, Debt Mgt, Buying a Home, Building an Investment Property Portfolio, Superannuation, Insurances or Retirement.

With the introduction of Covid, we have moved to using Wotso Workspace locations throughout Sydney and can meet with you in person or online through Zoom or Teams.

We offer a free 15-minute no-obligation chat by clicking https://bit.ly/2NF9t2H or calling us on 02 8445 9999. I look forward to helping you find out how you can do better with your finances.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Borrowing
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

To book a free 15-min general advice consultation, click on https://bit.ly/2NF9t2H indicating where you obtained this link.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 91
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Davlin Financial Planning

Suite A3, 2-4 Central Avenue
Thornleigh, NSW 2120

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323