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David Lolicato

One Advisory Wealth Management

Platinum
16 Yrs Experience
Adelaide, SA 5000

I am a Financial Adviser, as well as General Manager of Thornton Group. My role includes human resource management and development, training, licensee compliance, corporate governance and information technology. I am also responsible for the financial direction, control and reporting of Thornton Group.

I have worked in the Finance industry since 1995 and have become a specialist in the technical aspects of Superannuation, graduating as a SMSF Association Specialist Adviser in 2010.

I have completed a Bachelor of Commerce, majoring in Accounting and I am a Certified Practicing Accountant (CPA).

I love time with my family as well as following the AFL and Cricket, still thinking that I'm good enough (and young enough) to play.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

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

At a glance

  • Adviser status Platinum
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

One Advisory Wealth Management

Level 1, 104 Frome St
Adelaide, SA 5000

Thornton Group

182 Fullarton Road
Dulwich, SA 5065

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Thornton Group

AFSL 223670