Dennis Di Bartolo

Altitude Wealth Management

Platinum
21 Yrs Experience
Mysterton, QLD 4812
I’m the Practice Principal of Altitude Wealth Management in Townsville. I have completed a Masters in Financial Planning and a Diploma in Financial Planning to become a qualified Financial Adviser. In addition, I'm a SMSF Accredited Specialist Adviser which ensures my advice is cutting edge and that I abide by the highest standards within the SMSF industry. Every year we help our clients implement new strategies with our focus on creating wealth for their retirement. We are living longer, that’s why retirement planning has never been more important to get right. Once you retire you typically stop working for around 30 years! Over the past 18 years, I have helped hundreds of families gain more clarity, structure and certainty around their retirement needs. I typically work with clients aged 40 – 65, employed, engaged in wealth creation and wanting to improve their financial position. Retirement Planning is all about giving you choices and options. We grow, manage and protect your wealth. Our clients tell us that they feel a sense of relief after working with us as they feel they have clarity and structure. I believe our point of differentiate is we are a boutique advice business – you aren’t just another number. In my spare time I’m a patrolling member of the Townsville Picnic Bay SLSC as well as being the Deputy President. My charity of choice is Juvenile Diabetes Research Fund as this chronic illness has impacted my family personally through my daughter Lucia who was only 6 when first diagnosed. I also support Children’s Cancer Institute of Australia through an annual charity bike ride each year raising much needed money for Children with cancer.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 37
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Altitude Wealth Management

11 Ross River Road
Mysterton, QLD 4812

Opening hours

  • 9:00am – 3:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Altitude Wealth Management

AFSL 516376

4.75
37 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
4.85
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 37

Sort by

4.50

"'Dennis has given me advice in areas including , Super Funds and insurance. Dennis was able to explain things to me in a clear way. Through Dennis's knowledge and experience, I feel Very confident that the advice given was right for my needs. I receive Dennis's full care and attention when I need it.I would have no hesitation in recommending Dennis to anyone searching for a honest financial planner.Kind Regards Glenda Worrall"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Great"

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

"Dennis is always willing to give advice on any matter, big or small. He has helped us in many areas of our business and personal lives from investments, superannuation and the implementation of strategies, so that we can retire comfortably when the time comes. We always receive prompt and great attention and care."

  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dennis has given us advice in relation to our SMSF. He always explains things clearly and thoroughly. I am very confident his knowledge and expertise will provide the best Investment outcomes."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dennis has provided me with good advice around Australian and International equities as well as future growth strategies. Highly recommended."

  • Margin Lending
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Dennis has given me and my husband advice on superanuation. He keeps us up to date with the latest changes and is able to explainthings clearly. The advice Dennis give us meets our needs and we are able to live a financially secure retirement. He is always available if we need advice about financial matters, even if they are not connected to our superanuation."

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

"Dennis has always given us clear and precise advice. He is always contactable and prompt to respond. We are very happy and confident with the advice he has given us."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Both my wife & myself Dennis very polite, informative & had very sound knowledge of the industry, which in turn enabled him to present a very good solution/plan to my wife & myself for our retirement. Would/have recommended Dennis already to our group of friends."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dennis has managed my financial affairs for a long period of time, progressing from my working life to retirement. He has always dealt with me with respect and honesty. I certainly would not be in the financial position I'm in today without his guidance."

  • Government Assistance
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dennis answered all of my questions and explained his answers 'ïn our language'. Very easy to talk to and took a financial weight of my shoulders."

  • Government Assistance
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 37

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
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Life Risk Specialists (LRS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed
2007

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
The National Finance Institute (NFI)
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Self Managed Superannuation Fund (SMSF) Adviser Accreditation

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
Associate
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