Summary
With over 25 years of experience in financial planning, Dennis brings a wealth of knowledge and experience to our advisory team. Dennis was the founding partner of Altitude Wealth Management in 2007 after a career as a Senior Financial Adviser at Westpac Bank. Dennis has completed a Master’s in financial planning, and now focuses on providing strategic advice to the High Net Wealth, Small-Medium Business Owners as well as Mum and Dad investors operating their own Self-Managed Superannuation Fund.
Dennis also works closely with the Altitude Wealth Management advisory team to ensure that, as a group, we continue to provide the highest quality advice to all our clients across all areas of advice.
Qualifications and Professional Memberships
Masters in Financial Planning
Advanced Diploma of Financial Planning
Financial Advice Association Australia (FAAA) Member
Self Managed Super Fund Association of Australia
SMSF Accredited Specialist Adviser
Life Risk Specialist (LRS)
Areas of Expertise: Advising High Net Wealth Individuals, Business Succession Planning Strategies, Superannuation Strategies (including Self Managed Super Funds), Wealth Creation
Get in touch with Dennis Di Bartolo