About Us
David and Sheryl Linco initially commenced mortgage broking as David Linco Home Loans & Finance in 2001. With business growth the business was re-structured in 2007, and the name changed to Davlin Finance Group comprised of separate divisions being Davlin Accounting, Davlin Financial Planning and Davlin Mortgages.
David Linco is the CEO of the Davlin Finance Group. He has spent 16 years working in the commerce, banking and finance industry and holds a Bachelor of Business with majors in accounting & finance and a Diploma in Financial Services. He is a member of the National Institute of Accountants, Mortgage Finance Associate of Australia and an authorised representative with Australian Financial Services.
Davlin Finance Group is a professional services firm from whom investors can access their complete mortgage broking, financial planning, accounting and estate planning requirements in a single client meeting. From feedback over the years, this saved in client frustration in knowing their team of professional advisors understand and support their financial goals with regard to their investment property strategies.
Meet the team
Before you make your next financial decision, consult one of our finance managers, financial planners or accountants who can run through a strategy session and help you make a fully informed decision. Whether you are looking to buy a home or investment property, discuss life insurance, review your super, plan for retirement, invest in shares, boost cash flow or reduce tax, we can help you.
Client solutions team
David LincoCEO
dlinco@davlin.biz
Ph 02 8843 8908
Mob 0403 058 790
David has spent 20 years working in the commerce, banking and finance industry and holds a Bachelor of Business with majors in accounting & finance and a Diploma in Financial Services. He is a qualified accountant, mortgage broker and authorised financial planner and regular speaker at investment seminars and conferences.
Stephen Wormald Director of Operations
swormald@davlin.biz
Ph 02 8843 8920
Mob 0413 742 993
Stephen has worked in the fund management and corporate services sector managing the operation of cash, equity, mortgage and master funds. His experience includes management of accounting and performance and analytics divisions as Vice President for State Street. Prior to this he was Managing Director of IOOF Australia Trustees (NSW) Ltd.
Joseph LincoFinance Manager
jlinco@davlin.biz
Ph 02 8843 8904
Mob 0423 300 906
Joe has been helping property investors for 5 years, specialising in building and holding multiple investment property portfolios. He is a regular presenter at investment property seminars and is active in NSW, QLD and VIC.
Laurayne Walkerden Finance Manager
lwalkerden@davlin.biz
Ph 02 8843 8912
Mob 0402 291 692
Laurayne has a wealth of experience with over 25 years experience in the finance industry. She has worked in Credit and as Business Development Manager Industry for St George, Liberty Financial Services and Pepper Home Loans.
Nayesh Shah
Finance Manager
nshah@davlin.biz
Ph 02 8843 8909
Mob 0401 155 954
Nayesh has been working in the finance industry for 4 years and holds a Masters in Commerce & International Business. He is a regular presenter at investment property seminars and specialises in credit lending policy for property investors.
Chih Wu General Manager – Davlin Accounting
cwu@davlin.biz
Ph 02 8843 8906
Mob 0434 243 170
Chih has spent 20 years working in taxation and accounting with a focus in providing practical tools & solutions for self-employed clients to better manage their businesses. She holds a Bachelor of Economics with a major in accounting and is an Australian CPA. She brings her wealth of experience from PricewaterhouseCoopers and start up businesses in Australia and overseas.
Daniel Jagelman Financial Planner
djagelman@davlin.biz
Ph 02 8843 8914
Mob 0423 376 137
Daniel has been in the financial service industry for more than 8 years including Financial Planning, Corporate Super & Group Insurance within the NAB group. Daniel is completing his Advanced Diploma in Financial Planning. He brings a strong focus on integrated solutions.
Client solutions team – Skill matrix
Client support team
Vanessa Lam Mortgage Client Support
vlam@davlin.biz
Ph 02 8843 8907
Vanessa has worked as a property para-legal since 2001 and is very familiar in working with funders, solicitors and government bodies to meet client objectives.
Kirsty Trevena Mortgage Client Support
ktrevena@davlin.biz
Ph 02 8843 8913
Kirsty completed her HSC in 2008 and commenced a financial Services Traineeship in May 2010.
Jonathan Linco Mortgage Client Support
jonnolinco@davlin.biz
Ph 02 8843 8915
Jonathon completed his HSC in 2007 and completed his Financial Services Traineeship in January 2009.
Graeme Michell Accounting Client Support
gmitchell@davlin.biz
Ph 02 8843 8999
Graeme has worked as a Financial Administrator for the past 5 years and provides bookkeeping services for small businesses.
Shan Muthukuda Financial Planning Para planner
smuthukuda@davlin.biz
Ph 02 8843 8916
Shan has 5 years experience in the financial services industry and holds a Bachelor of Science and Master in Applied Finance.
Joy Jagelman Financial Planning Client Support
jjagelman@davlin.biz
Ph 02 8843 8922
Joy joined Davlin Financial Group in 2010, with a background in Customer Service. She assists Daniel Jagelman with client service, aiming to provide a high quality, personal service to each client.
Stephanie Mortimer Financial Planning Client Support
smortimer@davlin.biz
Ph 02 8843 8919
Stephanie completed her HSC in 2009 and commenced a financial Services Traineeship in March 2010.
Kenn Iskov Workplace Chaplain
kiskov@davlin.biz
Ph 02 8843 8999
Kenn has over thirty years of pastoral experience and holds three masters degrees in Theology and Cultural Studies. He provides personal support services to staff and, on requests, to clients.