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About me
Thanks for considering to engage me and Davlin Wealth Management in helping you make good financial decisions. We are firm of 8 with expertise in tax, superannation, lending, property investment and retirement. Our goal is very simple. To help you make sense of your financial position and ensure you are on target to reach your financial goals in language you can understand. I look forward to meeting with you.
Authored by me:
Reviews
4.9
out of 5 starsPeter
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 2018Vilma
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 2017Mary
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 2017Sue
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 2017Graham
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 2017Joshua
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 2017My Expertise
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Borrowing
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Government Assistance
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Insurance & Protection
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Superannuation
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Tax Strategies
Key information
- Adviser rating
- Platinum
- Years Experience
- 11 Years
- Highest qualification
-
Advanced Diploma of Financial Planning
- Industry Memberships
-
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
-
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
-
Licensee owned by
IOOF HOLDINGS LTD
My Qualifications
-
Advanced Diploma of Financial Planning (2014)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Mentor Education
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Self Managed Super Funds (2011)
Level of Qualification: Training
Institution: Mentor Education
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Diploma of Financial Services (Financial Planning) (2006)
Level of Qualification: Level 5 - Diploma
Institution: Mentor Education
My Memberships
-
Association of Financial Advisers (AFA)
Level of Membership:
Practitioner Member
My Fees
- Personal Advice
- starting from $600
- 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
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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