Dennis DiBartolo
About Me
Based in Townsville, Dennis has lived in the North Queensland region his entire life. Dennis has been in private practice since 2007 and presently operates under Altitude Wealth Managements own AFSL. Prior to this, Dennis spent over 7 years as a Senior Financial Adviser with Westpac Bank. Dennis is actively involved in the local community through membership with Townsville Picnic Bay Surf Lifesaving club where he's an active patrolling member. Dennis also holds a Board position with Queensland Touch Football. His chosen charity to support is Juvenile Diabetes. At Altitude Wealth Management, our purpose is to help our clients make the big decisions with confidence.
Our scope of advice covers: Retirement Planning for clients looking to grow their wealth and create a comfortable lifestyle in retirement. Estate Planning for clients wanting to protect their estates and beneficiaries after their passing. Business Succession Planning through Keyman, Buy Sell and Loan protection insurance for business clients. Personal Insurance advice to families to ensure their loved ones are financially secured in the event of an unexpected death, disability, sickness or injury. Self Managed Superannuation Fund advice for clients that need advice and support to manage their trustee responsibilities. Dennis holds a Masters in Financial Planning, Diploma in Financial Planning as well as being recognised as a SMSF Specialist Adviser.
Areas of Focus
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 23 Years
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Licensed By Altitude Wealth Management Pty Ltd