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  • Home
  • Wealth Management & Financial Planning
    • Financial Planning
    • Superannuation
    • SMSF
    • Cash Flow Management
    • Mortgage Broking
    • Property Investment
    • Insurance
    • Retirement Planning
    • Estate Planning
  • Accounting & Business Advisory
    • Accounting
    • Cloud Accounting
    • Bookkeeping
    • Business Financial Coaching
    • Business Structuring
    • Company Setup
  • About Us
  • News
  • Initial Consultation
  • Contact Us
WELCOME TO DAVLIN WEALTH MANAGEMENT
  • Home
  • Wealth Management & Financial Planning
    • Financial Planning
    • Superannuation
    • SMSF
    • Cash Flow Management
    • Mortgage Broking
    • Property Investment
    • Insurance
    • Retirement Planning
    • Estate Planning
  • Accounting & Business Advisory
    • Accounting
    • Cloud Accounting
    • Bookkeeping
    • Business Financial Coaching
    • Business Structuring
    • Company Setup
  • About Us
  • News
  • Initial Consultation
  • Contact Us

Wealth Management

An expert team to help you achieve your financial goals
How can a wealth management company help you achieve your financial goals?

By working together with our Accounting, Mortgage Broking, and Financial Planning divisions,  we carry out a critical review of your financial position, cash flow and taxation to ensure your current position is at optimal before proceeding with new strategies.

​Whether the strategy relates to cash flow, taxation, superannuation, property investment, share portfolio, business exit, insurances, retirement planning or aged care we can help you improve your current financial position and ensure you are on track to reach your financial goals.
Book your free initial consultation

Our Wealth Management Services

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Financial Planning

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Property Investing

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Retirement Planning

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Superannuation Advisory

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Mortgage Broking

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Estate Planning

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Self-Managed Super

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Cash Flow Management

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Insurance

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GENERAL ADVICE WARNING
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
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Davlin Financial Planning Pty Ltd, ABN 68 129 243 223 and David Linco are Authorised Representatives of Consultum Financial Advisers Pty Ltd. AFSL No. 230323, ABN 65 006 373 995.

Why Choose Us?

Decades of experience. Hundreds of happy clients. 80+ five-star reviews on Google & Adviser Ratings.
We're fully licenced & accredited, work with integrity and always put your interests first.
Experienced 

In 25+ years in business we've helped clients from all walks of life across all industries. You're in safe hands at Davlin Wealth Management.
Certified
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We are fully qualified & licenced Accountants, Mortgage Brokers & Financial planners, accredited with the respective industry bodies for your peace of mind.​
Trusted

Our many happy clients are proof of our capabilities. Scroll down to read live Google reviews and click here to read reviews from our clients on Adviser Ratings.

What our clients say

Book your free consultation

Your first consultation is on us, no strings attached. Click below to arrange a free 15 minute phone consultation.
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​Get in touch

Phone: 02 8445 9999
​
Email: clientservice@davlin.biz

Our Locations

After 9 years being located in Thornleigh, we moved in October 2021 to operate virtually and now predominantly meet with clients using Zoom and Microsoft Teams.  

For clients in Sydney or when David is travelling, physical meetings can take place at any Wotso office location throughout Australia. Preferred locations are:
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Manly: 19-21 S Steyne, Manly NSW 2095
Pyrmont: 3/55 Pyrmont Bridge Rd, Pyrmont NSW 2009​
Strathfield: Level 1/5 George St, North Strathfield NSW 2137
Davlin Wealth Management Manly
19-21 S Steyne,
Manly NSW 2095

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Copyright 2022 Davlin Wealth Management. All rights reserved.
Contact Us: Phone: 02 8445 9999 | ​Email: clientservice@davlin.biz