David Linco

Davlin Financial Planning

Gold
14 Yrs Experience
Thornleigh, NSW 2120
Thanks for considering to engage me in helping you make good financial decisions. I lead a small firm of highly skilled professionals with expertise in tax, superannation, lending, property investment and retirement. My goal for my clients is very simple. To help you; 1) make sense of your financial position,  2) ensure you're on target to reach your financial goals, and best of all, 3) all in a simple everyday language you can understand. We are also big on helping you improve your financial literacy and run regular webinars throughout the year on a variety of topics. Some of these are inclded below and or on our Facebook page. With offices in Thornleigh and Manly, I look forward to meeting you and helping you move forward financially. The first meeting is on us with no strings attached. Call us today on 02 8445 9999 to find out why we have so many happy clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 77
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Davlin Financial Planning

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

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.90
77 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 77

Sort by

5.00

"David was great at making my husband and I feel at ease and that our questions were not silly. He took the time to let us take in all the information he gave us before going ahead with his proposals. We had to feel comfortable with everything he said and he did not rush us. He was knowledgeable in all areas that we sort help and clearly laid out a plan for us to move forward into retirement."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David's advice in helping me setup my superannuation to best suit my current needs and situation was extremely helpful. He reassessed my current situation and then developed a strategy to get me where I want to be when I retire. David is very articulate and explained it very simply to me, covering all aspects of what's happening with my money. His advice actually cost him money to my advantage. No hidden traps, no extra fees, his advice saved me money and will help generate savings in my retirement plan. I would not hesitate in recommending David to anyone for financial advice or guidance."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has been excellent in advising us what we should do about our super and our assets. Planning for the future was a major part of approaching him for help, and the advice we have received has been excellent. David is always well prepared when having meetings and has always got back to us for any required follow ups. Wouldn't hesitate in recommending him."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has given me advice over many years in relation to loan products, self managed super funds and financial investment, David has always been able to explain things to me in a detailed, precise but clear way. Through David's knowledge, experience and professionalism I have always been confident that the advice given was right for my needs. David has always made himself available to assist with my requirements and needs in a very timely manner,"

  • Superannuation
  • Complex Investments
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David helped me to understand and feel confident with our retirement strategy. David was patient with my lack of experience with financial planning and answered all of my questions, usually simplifying his advice so I could feel more positive about our financial future."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David has been very helpful and positive by making us feel more comfortable, confident and excited about our financial future. He has assisted us by giving a clearer vision of where we will be leading up to and during our retirement years. David has given us advice and assistance with refinancing loans, budgeting, superannuation and investment properties. We would recommend David to those who may need assistance, advice and direction in these areas."

  • Superannuation
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I always look forward to a review with David. I have been dealing with David for many years, and my results are proving to be beyond expectations."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has given us advice on our super funds and planning for our retirement. We have found David to very helpful with his advice and given us confidence in moving forward with our decision making . We would recommend David and his team to anyone seeking financial advice."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David has given us advice about property investment, selling our small business and organising our finances as we approached retirement and subsequently. David always explains things in a clear way and I invariably come away from our meetings feeling confident that our finances are being managed well."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Thank you David and the Davlin team for your professionalism, attention to detail and patience. You've helped me to better understand my financial situation, my goals and how I can achieve them in a more efficient and effective manner. I thank you for taking that extra time to explain things in a way that just makes sense. Having your support and knowledge has helped me and my situation substantially."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 77

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2011

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2014

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2006

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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