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 Wealth Management comprised of separate divisions being Davlin Accounting, Davlin Financial Planning and Davlin Mortgages.
David Linco is the Managing Director of the Davlin Wealth Management. 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 Association of Australia and an authorized representative with Consultum Financial Advisors.
Davlin Wealth Management 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 LincoManaging Director
dlinco@davlin.biz
Ph 02 8445 9950
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.
Chih Wu Director – Davlin Accounting
cwu@davlin.biz
Ph 02 8445 9951
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.
Client solutions team – Skill matrix
Client support team
Serene Ong
Practice Manager
song@davlin.biz
Ph 02 8445 9953
Serene joined the financial planning industry in 2006 from Morley Fund Management Singapore, the asset management arm of Aviva plc and brings a wealth of experience in both financial planning and investment management. She holds a Bachelor of Business Administration, Master of Science and Diploma of Financial Services (Financial Planning).
Joshua Linco
Financial Planning Client Support
jlinco@davlin.biz
Ph 02 8445 9956
Joshua graduated from Pacific Hills Christian School in 2012 and in addition to studying music provides administration support to the team.
Germain Monlina
Finance Manager
gmolina@davlin.biz
Ph 02 8445 9952
Mob 0401 155 954
Germain has been working in the banking & finance industry since 2000. He has worked as a private banker with NAB and MLC and more recently with St George providing credit & lending policy support to mortgage brokers.
Graeme Michell Accounting Client Support
gmitchell@davlin.biz
Ph 02 8445 9999
Graeme has worked as a Financial Administrator for the past 5 years and provides bookkeeping services for small businesses.
Kenn Iskov Workplace Chaplain
kiskov@davlin.biz
Ph 02 8445 9999
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.