Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
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Reviews
Total number of reviews
Reviewer opinions
About me
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.
Authored by me:
Reviews
4.9
out of 5 starsJULIUS
65+ years old"David and his team have advised us for many years planning our assets, finances and retirement. They are very rigorous in their research, confident in their recommendations, thorough in their processes and attentive to our needs. They provide comprehensive easy to understand modelling and documentation but are always willing to explain anything we are not sure about. I can't imagine where we would be without them."
21 Oct 2020Kylie
46-55 years old"I've been a client of David's for many years now. His knowledge and expertise are excellent. He provides a focused and personalised service and goes out of his way to help me achieve my desired outcomes. Great to hear he has expanded and now has an office in Manly. Highly recommended. "
20 Sep 2020Rik
65+ years old"David has been able to very rapidly assimilate and analyse our complex financial situation, providing clear and succinct guidance on how to manage and simplify our investment portfolio and superannuation into the future. His capacity to extract and describe a big picture is impressive and He is able to do that without being too prescriptive."
19 Sep 2020Caroline
35-45 years old"As a long term client of Davlin Wealth Management I am very pleased with the Davlin team in many ways. Most importantly meetings with David Linco are very professional, respectful, informative, and easy to understand for someone inexperienced in financial planning or just not familiar with accounting terminology. David is always very honest about my financial situation and I know that he truly cares about my future. I also feel my information is treated discretely and I feel safe to talk about sensitive financial matters and concerns with him. Today I have less stress and anxiety knowing my pathway to long term financial freedom. My life has become a lot less complicated, and I am finding peace in knowing my way forward and having him on my side as my constant personal financial advisor. David and the Davlin team are very organised, proactive and prompt in their response. No call is ever inconvenient for them and they are always friendly and accommodating. I highly recommend this company for all financial services and mortgage broking. "
17 Sep 2020Mark
46-55 years old"Firstly I would like to congratulate David on the establishment of his Manly office on the northern beaches of Sydney. David has been an advisor to me since his humble begings in Northmead 15 years ago. I have sought guidance from David as a small business owner / operater, home owner, investor and in wealth creation strategies. David and his team have provided a prompt and professional service to me in all my requirements. In dealing with Davlin Wealth Management I truly get a sense of being looked after. It is easy to feel like just another number with some insurance brokers and financial adcisors, but with Davlin I feel cared for and secure. David is a very generous and encouraging person at his core and this characteristic filters into all areas of his service. I unreservedly recommend David to my friends and colleagues."
17 Sep 2020Glenn
56-65 years old"David has been our financial planner for well over a decade and its great to see his business expand with the opening of his new office in Manly. He has assisted us with loans, investments, superannuation and retirement planning. David's expertise and attention to detail is second to none and he is always available to offer sound advice. We are now reaping the benefits of the retirement plan he helped us develop and we unreservedly recommend him to anyone seeking financial advice."
17 Sep 2020Videos
My Expertise
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Aged Care
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Borrowing
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Budgeting
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Cashflow & Income
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Complex Investments
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COVID-19 Early Super Access
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COVID-19 Financial Hardship
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Defence Industry
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Expat Finance
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Medical Industry
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Property Investment
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Redundancy
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Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Small Business Advice
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Superannuation
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Tax Strategies
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Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 12 Years
- Highest qualification
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Advanced Diploma of Financial Planning
- Industry Memberships
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1 total
- Address
- Suite A3 2-4 Central Avenue
Thornleigh, NSW, 2120 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Davlin Financial Planning
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Consultum Financial Advisers Pty Ltd
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Licensee owned by
IOOF HOLDINGS LTD
My Qualifications
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Advanced Diploma of Financial Planning (2014)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Mentor Education Group
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Self Managed Superannuation Funds (SMSF) (2011)
Level of Qualification: Training / Exam / Other
Institution: Mentor Education Group
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Diploma of Financial Services (Financial Planning) (2006)
Level of Qualification: Level 5 - Diploma
Institution: Mentor Education Group
My Memberships
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Association of Financial Advisers (AFA)
Level of Membership:
Practitioner Member
My Fees
- Personal Advice
- starting from $660
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
JULIUS
65+ years old"David and his team have advised us for many years planning our assets, finances and retirement. They are very rigorous in their research, confident in their recommendations, thorough in their processes and attentive to our needs. They provide comprehensive easy to understand modelling and documentation but are always willing to explain anything we are not sure about. I can't imagine where we would be without them."
21 Oct 2020Customer opinions
Kylie
46-55 years old"I've been a client of David's for many years now. His knowledge and expertise are excellent. He provides a focused and personalised service and goes out of his way to help me achieve my desired outcomes. Great to hear he has expanded and now has an office in Manly. Highly recommended. "
20 Sep 2020Customer opinions
Rik
65+ years old"David has been able to very rapidly assimilate and analyse our complex financial situation, providing clear and succinct guidance on how to manage and simplify our investment portfolio and superannuation into the future. His capacity to extract and describe a big picture is impressive and He is able to do that without being too prescriptive."
19 Sep 2020Customer opinions
Caroline
35-45 years old"As a long term client of Davlin Wealth Management I am very pleased with the Davlin team in many ways. Most importantly meetings with David Linco are very professional, respectful, informative, and easy to understand for someone inexperienced in financial planning or just not familiar with accounting terminology. David is always very honest about my financial situation and I know that he truly cares about my future. I also feel my information is treated discretely and I feel safe to talk about sensitive financial matters and concerns with him. Today I have less stress and anxiety knowing my pathway to long term financial freedom. My life has become a lot less complicated, and I am finding peace in knowing my way forward and having him on my side as my constant personal financial advisor. David and the Davlin team are very organised, proactive and prompt in their response. No call is ever inconvenient for them and they are always friendly and accommodating. I highly recommend this company for all financial services and mortgage broking. "
17 Sep 2020Customer opinions
Mark
46-55 years old"Firstly I would like to congratulate David on the establishment of his Manly office on the northern beaches of Sydney. David has been an advisor to me since his humble begings in Northmead 15 years ago. I have sought guidance from David as a small business owner / operater, home owner, investor and in wealth creation strategies. David and his team have provided a prompt and professional service to me in all my requirements. In dealing with Davlin Wealth Management I truly get a sense of being looked after. It is easy to feel like just another number with some insurance brokers and financial adcisors, but with Davlin I feel cared for and secure. David is a very generous and encouraging person at his core and this characteristic filters into all areas of his service. I unreservedly recommend David to my friends and colleagues."
17 Sep 2020Customer opinions
Glenn
56-65 years old"David has been our financial planner for well over a decade and its great to see his business expand with the opening of his new office in Manly. He has assisted us with loans, investments, superannuation and retirement planning. David's expertise and attention to detail is second to none and he is always available to offer sound advice. We are now reaping the benefits of the retirement plan he helped us develop and we unreservedly recommend him to anyone seeking financial advice."
17 Sep 2020Customer opinions
Patrick
56-65 years old"David, constantly gives me the most appropriate advice given my savings and planning for retirement and all the related advice concerning my assets. I am particularly confident about him working out the most suitable retirement income plan for me and my wife. Thank you David, and congratulations on the news that you've opened a branch in Manly. The suburb will get the benefit of one of the most personable and diligent advisers."
17 Sep 2020Customer opinions
Steve
46-55 years old"My wife and I have been clients of David's for over a decade. He has been there for us in good and bad and provides a sensitive, compassionate guiding hand through some big decisions and awkward conversations. David has given us advice in areas including loan products, superannuation and managing debt. David has explained things to us in a clear way. Through David's knowledge and experience, we feel very confident that the advice given was right for our needs. We receive David's full care and attention whenever we need it.""
17 Sep 2020Customer opinions
J-W
Under 35 years old"David Linco has given me valuable advice in areas including Loan Products, Superannuation, and Insurance. David is always able to explain things to me in a clear way that just makes sense. Through David's knowledge and experience, I feel very confident that the advice given is right for my needs. I feel David and all the team from Davlin Finance always show me full care and attention when I most need it. "
11 Sep 2020Customer opinions
Wayne & Trish
65+ years old"We have known David as a professional business adviser and friend for over 14 years. He provides forward thinking, honest advice with options for our needs, together with attention to detail for our personal requirements based on our financial position. More recently he has helped us over the last 4-5 years on our journey towards retirement. David has provided us with simple easy to understand information, data and current modelling via spreadsheet to help us see our future journey. As a result we have moved into our retirement phase with confidence!! Congratulations David on opening your new office in Manly. We hope/trust this will enhance your business and enable more people to gain professional financial advice from David and his team at Davlin Wealth Management. Wayne & Trish "
09 Sep 2020Customer opinions
Sally
56-65 years old"Paul and I meet with David once or twice a year to assess our financial position and make changes to our financal circumstances in line with our objectives and goals. If our cirumstances change or we need to find out how something we want to do impacts us financially, we make a call and book in a time to talk it through. We have been clients of Davids for over 10 years and have always valued his advice. Doing an annual review of our financial position has been essential, we enjoy visiting him at the office and we see David as part of our wealth building team. Sally Thompson"
31 Aug 2020Customer opinions
Stephen
65+ years old"I went to see David after seeing the impressive results of a friends retirement modelling, I am preparing for retirement and like many people I was uncertain if I would be able to continue living my current lifestyle in retirement. David has helped put my mind at ease and I look forward to see the results of my own retirement modelling."
29 Aug 2020Customer opinions
Gail
56-65 years old"I have been with David Linco since 2005 and would not be in as good a financial position as I am today without his friendly and professional assistance. He has assisted me with property investment, superannuation, tax advice and many other areas. I would highly recommend David as a financial adviser and I look forward to his new service office opening in Manly shortly. "
29 Aug 2020Customer opinions
Rob and Mary
56-65 years old"Rob and I have been clients of Davlin Wealth Management since 2008. David is very experienced with all aspects of business and financial planning. He is highly professional and has a natural ability to explain finance in such a way that makes it easy to understand and remember. He clearly lists and explains our options and allows us to choose wisely the direction we need to follow. For the last two years, we have been undertaking retirement modelling which really gives us peace of mind to ensure that we will be financially well taken care in our active and passive retirement. We would highly recommend that you have a 'financial wealth check' with Davlin every year, which we do and we also factor in our retirement modelling with this as well so we can see how it is all tracking every year. We highly recommend David and his team. Love the work that they all do! "
24 Aug 2020Customer opinions
Graeme
65+ years old"David has been a long term financial adviser who has consistently supported us from pre- retirement, retirement and post retirement phases of our lives. His advice has been reassuring and has factored in the changing economic circumstances over those many years. He and his team responded quickly and successfully when we required urgent assistance at short notice to renegotiate investment property loans recently. He has initiated regular contact in these recent times which has been much appreciated and a settling influence with great uncertainty prevailing. "
24 Aug 2020Customer opinions
Wendy
46-55 years old"David had given me great advice in areas including wealth creation, self managed super funds and managing debt. David is always able to explain things to me in a clear way which gives me the confidence to invest and build my wealth. Through David's expert knowledge and extensive experience, I feel very confident that the advice given to me is just what i need. Without David's full care and attention to detail I know I would not have been as successful in developing my investment portfolio and building my wealth. I have come to rely on David's vast financial management and wealth creation advice and expertise. "
24 Aug 2020Customer opinions
James
46-55 years old"For the past 20 years I have relied on David and the Davlin team for trusted financial advice. David has not only assisted with me with reviewing and managing my superannuation, insurances and property mortgages, more importantly he has helped me to stay focused on my strategy for wealth creation. As retirement draws, this is more important than ever. David meets with me regularly to review my finances and to ensure that I am on track to achieve my financial goals. I am so appreciative of the independent financial advice as well as the personal interest that David takes in me as a client. I would highly recommend Davlin Wealth Management."
23 Aug 2020Customer opinions
Alexandre
56-65 years old"David has an amazing way of analysing a complex situation and break down into simple, easy to understand, chunk of explanation. His practice brings together expertise in accounting, insurance, investment advices and investment financing "
21 Aug 2020Customer opinions
Heather
Under 35 years old"I feel very welcomed by the team at Davlin. They take the time to understand me as an individual so that all advice I receive is tailored to my personal needs and goals. Everything is explained clearly and fully, ensuring that I understand each step of the process and simplifying things that would normally seem complex or daunting. I look forward to continuing my partnership with Davlin Wealth Management. "
02 Aug 2020Customer opinions
Mark
46-55 years old"The team at Davlin are fantastic to work with. As a Lawyer I work with a number of professionals. Recently I was assiting Davlin and some of its clients with a complex commercial matter and the information sharing and decision making by Davlin was first rate. "
15 Jul 2020Customer opinions
jenna
Under 35 years old"The team at Davlin assist with all of my needs. They give really great advice and have a passion for helping clients achieve their goals. They are all very professional and I leave each meeting feeling empowered with a great understanding. I enjoy learning about buiilding my path to wealth."
19 Jun 2020Customer opinions
Joshua
46-55 years old"David and his team have been the perfect financial planning partners for us. Over the ten years that we have been with Davlin, they have helped us understand and make excellent decisions about investments, saving strategies, property purchases and retirement planning. If you are looking for sound financial advice that has stood the test of time, David is second to none!"
19 Feb 2020Customer opinions
Robyn
56-65 years old""David has given me advice in areas such as loan products, super funds and funding outr retirement . David was able to explain things to me in a clear way. Through David's knowledge and experience, I feel very confident that the advice given was right for my needs. I received David's full care and attention when I needed it."
28 Jan 2020Customer opinions
Sherry
35-45 years old"David and his team are very professional. They are knowledgeable and honest, and provide information and advices that suit my needs. Highly recommend to anyone who is seeking for financial advices. "
22 Sep 2019Customer opinions
Kevin
35-45 years old"David gave great friendly advice. There was no hard push to purchase insurance which I found relieving as most companies push that aspect. With my goals and future David gave me options to consider. All options are good, he asked which way I would like to proceed, instead of forcing a decision down my throat. Our family now has new goals to work towards a debt free life."
12 Sep 2019Customer opinions
Peter
56-65 years old"First class service and fully explained by David and staff. Could not ask for any better service. David has not only set up my super and investment loans but has set up managed funds as well. Brilliant, friendly and helpful staff."
17 Jan 2018Customer opinions
Vilma
56-65 years old"Dear David, I want you to know how much I appreciate the excellent service you provided on Wednesday about my retirement plan. Your attention to detail, great communication skills and make sure that we understand you, it made the experience even better than I expected. I won't hesitate to recommend you to my friends and family. "
25 Sep 2017Customer opinions
Mary
46-55 years old"David took the time to understand our needs and concerns before looking at the different options. He would explain in a simple easy to understand way such that we were clear on the best decisions to make. He seems to have a clear understanding of the financial products and their easy to miss conditions. While in the meeting, he would call on his staffs whose area of expertize added to our understanding. Trustworthiness, sensitive to our needs and highly skilled."
29 Aug 2017Customer opinions
Sue
56-65 years old"David's style is very helpful as he is clear and considered, always able to provide options and talk through reasons for recommending a specific course of action. He is warm and personable, but professional in his manner. The Davlin team members are always ready to help, to share their insights and to provide sound financial guidance."
10 Aug 2017Customer opinions
Graham
65+ years old"I very much liked the way that David explained things. He put things into perspective brilliantly and I am now much clearer about my financial future than I was. David had prepared very well for our initial meeting and presented the situations with clarity and positivity. I am now confident to move into my retirement phase."
21 Feb 2017Customer opinions
Joshua
35-45 years old"For our family, David is the right blend of professional excellence & approachable friend. He listens well to our concerns and encourages us the way a friend would, but he is also very clinical and concise with the way he lays out investment strategies for us as well as taking us through detailed analyses of the current products that he manages for us. His advice is consistently accurate and profitable!!!"
08 Feb 2017Customer opinions
Jess
35-45 years old"David's expert advice and clear language made planning our financial future easy. We felt comfortable asking questions, and were impressed with the wide range of services he provides. The opportunity to engage with David's other clients through organised social events is also a clear 'value-add' that sets his company above the rest. "
20 Jan 2017Customer opinions
Molly-Kate
Under 35 years old"David Linco was very knowledgeable and explained things in a easy to understand and friendly manner. A pleasure to deal with and very down to earth. Highly recommend. "
18 Jan 2017Customer opinions
Kimberley
Under 35 years old"David explained everything in a really easy to understand way. At first, all the insurance jargon was very overwhelming, but David broke it all down and explained in a easy and kind manor. "
17 Jan 2017Customer opinions
Simon
Under 35 years old"David has been very helpful to me and my girlfriend in helping us set up our funds and raise money for our house. If you look up 'how to find a good financial adviser' David will tick all the boxes. He's Extremely honest and transparent, and genuinely eager to help."
17 Jan 2017Customer opinions
Phil
56-65 years old"Very pleased with the professional and "easy to understand" approach shown by David & his Team. Long term monetary strategies are never simple but when advised that the super fund David recommended is returning 2% more per annum than my current fund it's pretty easy to follow!"
02 May 2016Customer opinions
Marie
46-55 years old"The retirement planning that Davlin did for me was so helpful. It has opened the financial doors for the rest of my life. I will be able to pursue avenues that are important to me, mainly travel and animal welfare issues without being financially stressed out or restricted"
29 Apr 2016Customer opinions
Uretta
46-55 years old"David and his team at Davlin have been professional and very helpful in providing a financial plan to assist with retirement. I would highly recommend him to anyone looking for guidance and advice to achieve their financial goals."
28 Apr 2016Customer opinions
Anita
35-45 years old"I chose David when I heard him speak at a conference. It has been a good choice for me and I find he and his team helpful. They provide guidance whilst considering what my needs are."
28 Apr 2016Customer opinions
Cath
46-55 years old"I was very impressed with the way in which David responded to my needs, providing a positive strategy in helping navigate where I need to go financially, in preparation for retirement. His staff are courteous, and responsive, and I am so glad I have found someone who can help me achieve my financial goals."
27 Apr 2016Customer opinions
Clauida
35-45 years old"David and his team at Davlin have been personable, professional and very diligent in their preparation of a financial plan for our family. They have been upfront and transparent and have presented a broad range of options. We feel very confident that we will be able to work cohesively together long term to get the results we hope for."
27 Apr 2016Customer opinions
Sue
65+ years old"David has been of immeasurable help to us over many years, both with our property portfolio and now as we enter full retirement. He has not only confirmed our decisions but has informed us of issues of which we were unaware. I would have to say that he has enhanced our ability to live a decent life and he has done this with care, consideration and respect. I would gladly recommend him to people with any level of financial concerns.."
15 Jan 2016Customer opinions
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