The Financial Planning Association of Australia The Financial Planning Association of Australia

Dennis DiBartolo, AFP® LRS®

Name Dennis DiBartolo, AFP® LRS®
Company Altitude Wealth Management
Address 11 Ross River Road
Mysterton, QLD 4812
Phone 07 47535777
Mobile 0418871716
Email [email protected]

Based in Townsville, Dennis has lived in the North Queensland region his entire life. Dennis has been in private practice as an authorised representative of Magnitude since 2007 and prior to this spent over 7 years as a Senior Financial Planner with Westpac Bank. Dennis is actively involved in the local community through memberships with the Willows Golf Club and Picnic Bay Lifesavers. His chosen charity to support is Juvenile Diabetes.

At Altitude Wealth Solutions, our objective is to improve the probability of you meeting your retirement and lifestyle goals and objectives.

Our scope of advice covers:

Lifestyle planning/Retirement Planning for clients looking to grow their wealth and create a comfortable lifestyles 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 Funds 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 an ac SPAA SMSF Specialist Adviser.

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