Thanks for considering Davlin Wealth Management to help you with your financial planning.
Being a qualified Accountant, Mortgage Broker and Financial Planner, you will understand that I love crunching numbers, possibly more than you?
Even more than my love for numbers, is my passion to help clients move forward by simplifying financial concepts into language they can understand through the use of whiteboards, information sheets, simple language and webinars (some of which are attached to my Adviser Ratings profile).
The key to engaging an Adviser is firstly, that you can understand them and secondly, they can understand your current position and what you’re looking to achieve. Find out how we have done this through the multiple online client reviews found on Adviser Ratings and Google.
Every year though the Annual Review process we help clients answer, "Can I be Doing Better?" and help them set financial goals for the next 12 months whether it involves Cash Flow, Debt Mgt, Buying a Home, Building an Investment Property Portfolio, Superannuation, Insurances or Retirement.
With the introduction of Covid, we have moved to using Wotso Workspace locations throughout Sydney and can meet with you in person or online through Zoom or Teams.
We offer a free 15-minute no-obligation chat by clicking https://bit.ly/2NF9t2H or calling us on 02 8445 9999. I look forward to helping you find out how you can do better with your finances.
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Expertise
My fees
I offer a free initial consultation for potential new clients.To book a free 15-min general advice consultation, click on https://bit.ly/3G7R3zg indicating where you obtained this link, contact details and what advice you are seeking.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 117
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Davlin Financial Planning
33 N Head Scenic Dr
Manly, NSW 2095Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323