|
David Linco is the principal of Davlin Wealth Management.
David qualified as an Accountant in 1994, Mortgage Broker in 2003 and also a licenced Financial Planner in 2007. At Davlin we offer a holistic approach to wealth creation and retirement planning ensuring a match between your financial literacy and our recommendations. Chih Wu holds a Bachelor of Economics (Monash Uni), membership with CPA Australia and is a Registered Tax Agent. An initial meeting will review the following aspects (as applicable) of your financial position:
Davlin Financial Planning Pty Ltd, ABN 68 129 243 223 and David Linco are Authorised Representatives of Nextplan Financial Pty Ltd. AFSL No. 452996, ABN 24 167 151 420. Davlin Mortgages Pty Ltd is a full member of the industry professional body, Mortgage and Finance Association of Australia (MFAA) and an accredited member of Vow Financial, which holds credit licence number 390261. As a member of the MFAA, we must meet annual professional development requirements and are bound by their Code of Conduct and Disciplinary Rules, a copy of which can be downloaded from www.mfaa.com.au. |
|
Our Life Stage Investing Approach
Just as you are unique, a financial plan needs to be tailored to your unique circumstances.
Strategies that others are using may not necessarily work for you and indeed may even delay your reaching your financial goals.
This is why we take a life stage investing approach to creating each financial plan and tailoring this just for you. This provides peace of mind knowing you are doing everything you can to optimise your financial position and goals for the next 12 months and beyond.
Strategies that others are using may not necessarily work for you and indeed may even delay your reaching your financial goals.
This is why we take a life stage investing approach to creating each financial plan and tailoring this just for you. This provides peace of mind knowing you are doing everything you can to optimise your financial position and goals for the next 12 months and beyond.