118 Reviews

David Linco

Davlin Financial Planning

Platinum

16 Yrs Experience

Manly, NSW 2095

About David
Reviews
Work history & education
Leave a review
Back to search results

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.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Property Investment
Borrowing
Growing Assets

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.

4.00 October 2024

David has a sincere, forthright approach in providing advice to your questions.

5.00 August 2024

David has been advising and educating me about my financial survival and my superannuation for 16 years .

As a single woman who needs all the advise I cant get , Davids patient and clear explanations and possibilities have been particularly welcome and beneficial .

What I particularly appreciate is his understanding of my limited knowledge of financial matters and strategies .

It has always been a pleasure to discuss anything with David either in a face to face meeting or over the telephone ,he has always had time to explain things to me.

yours kindly

Marie Crilley

5.00 July 2024

David and his team at Davlin Wealth Management have supported us with a review of our financial situation. David's customer service specifically his interest to clearly understand our situation, his attention to detail and time investment to provide the best possible advice have been great.

5.00 July 2024

Very happy with Davlin, David and staff, the re-finance process, assistance and updates were very good. Positive outcome achieved with better interest rates and IO loan. Also, David's attention to detail and explanation on retirement planning. He considered my personal scenarios. So would recommend.

5.00 July 2024

As we enter retirement we are grateful to David Linco and his team at Davlin for their financial planning advice and assistance. Over a fifteen plus year period, the team at Davlin have delivered on every level: Superannuation strategies, Investment property portfolio as well as financial planning. Personal, thoughtful, always looking to better your position, David is also a wonderful person. His advice put us on the path to financial independence.