Financial Planner Profile

Name: Daniel Lunardi

Qualifications: Daniel has been with the Ascent Private Wealth team since 2015. Daniel has extensive experience in SMSF Advice and Estate Planning, including Family Trusts, Testamentary Trust and insurance. Daniel also has extensive experience with financial modelling and analysis of complex clients. Daniel is extremely competent in the use of financial planning software and numerous software applications. Daniel is also a member of the Financial Planning Association.

Previously Daniel has worked at Vic Super for 2 years and a boutique financial planning firm for 2 years. In his time at these firms, Daniel spent considerable time preparing Statements of Advice for clients, working on technical Superannuation and Financial Planning queries. Daniel is passionate about Financial Planning and has a very keen interest in the technical side of Superannuation. Daniel has completed his Advanced Diploma in Financial Planning and holds a Bachelor of Commerce from Swinburne University of Technology. Daniel has a Letter of Authority and is an Authorised Representative with our Licensee Godfrey Pembroke. Daniel is an avid Carlton supporter and enjoys playing soccer.

Financial Planning Services:

  • Superannuation
  • Aged Care Planning
  • Life Insurance

  

  • Estate Planning
  • Succession Planning