Dennis Di Bartolo

Dennis Di Bartolo

SSA
Company
Altitude Wealth Management
Title
Managing Director
Profession
Financial Planner
Address
11 Ross River Rd, MYSTERTON QLD 4812, Australia
Phone
07 4753 9999
Qualifications
FINPLAN (Masters) - University of Sunshine Coast, 2007
FINPLAN (Diploma) - Deakin University, 2003
SSA (Designation) - SMSF Association, 2012
Advisor

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

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