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.
To book a free 15-min general advice consultation, click on https://bit.ly/3G7R3zg indicating where you obtained this link, contact details and what advice you are seeking.
David and his team are knowledgeable and able to share information and advice in a way that is easy to understand. They are well organised and efficient and we appreciate their continued support in our retirement planning.
David and his team have been great to deal with, they are very efficient, things happen quickly, no waiting around.
David has a lovely personality, and really explains things well. The documentation, is really in depth, well laid out, and easy to understand, David goes through it with you until he is sure you have understood all the information.
I have every confidence in David and his team. Now its time to enjoy my retirement.
Mike and Jane Little. QLD.
David and his team assisted in commencing my wealth journey by helping to consolidate my finances, and led me through the process of purchasing my first home with their in-house mortgage broker (also named David!).
I went through Davlin Wealth Management when purchasing my first home.
They made the whole process really easy and I also enjoyed it!
I called them recently about trying to reduce my interest rate as it's gone pretty high due to all the increases. They were able to get it down considerably in just a day of calling them!
Their support has saved me lots of time and money. They were very professional but more importantly, were good people. I’ve always felt they have my best interests at heart. I’m very thankful David Miezis, David Linco and all the team at Davlin Wealth Management.
I highly recommend David, he was very attentive and helpful with my questions and went above and beyond to try to help me. I’ll be contacting him once I’m ready to commit to my financial planning. Can’t wait!
- Adviser status Platinum
- Number of reviews 108
- First year providing advice 2008
- Years of experience 15
- Bachelor of Business
Davlin Financial Planning33 N Head Scenic Dr
Manly, NSW 2095
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Consultum Financial Advisers Pty Ltd