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