Daniel Lunardi

Daniel Lunardi Email and Phone Number

Director & Senior Financial Adviser at Ascent Private Wealth - CFP @ Ascent Private Wealth
victoria, australia
Daniel Lunardi's Location
Greater Melbourne Area, Australia
Daniel Lunardi's Contact Details

Daniel Lunardi personal email

About Daniel Lunardi

Daniel Lunardi is a Director & Senior Financial Adviser at Ascent Private Wealth - CFP at Ascent Private Wealth. He possess expertise in financial planning, financial analysis, investments, paraplanning, financial modeling and 16 more skills. He is proficient in English.

Daniel Lunardi's Current Company Details
Ascent Private Wealth

Ascent Private Wealth

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Director & Senior Financial Adviser at Ascent Private Wealth - CFP
victoria, australia
Website:
ascentpw.com.au
Employees:
8
Daniel Lunardi Work Experience Details
  • Ascent Private Wealth
    Senior Financial Adviser
    Ascent Private Wealth Feb 2014 - Present
    Suite 103, 12 Cato St Hawthorn East Vic 3123
    View
  • Ascent Private Wealth
    Associate Financial Adviser
    Ascent Private Wealth Jun 2016 - Present
    Melbourne, Australia
    View
  • Ascent Private Wealth
    Paraplanner
    Ascent Private Wealth Feb 2015 - Present
    Melbourne, Australia
    View
  • Vicsuper
    Account Consultant
    Vicsuper Feb 2012 - Apr 2014
    Melbourne, Australia
    View

Daniel Lunardi Skills

Financial Planning Financial Analysis Investments Paraplanning Financial Modeling Microsoft Word Investment Strategies Management Microsoft Office Problem Solving Financial Services Financial Risk Financial Reporting Investment Advisory Strategic Investment Estate Planning Customer Service Tax Powerpoint Leadership Project Management

Daniel Lunardi Education Details

Frequently Asked Questions about Daniel Lunardi

What company does Daniel Lunardi work for?

Daniel Lunardi works for Ascent Private Wealth

What is Daniel Lunardi's role at the current company?

Daniel Lunardi's current role is Director & Senior Financial Adviser at Ascent Private Wealth - CFP.

What is Daniel Lunardi's email address?

Daniel Lunardi's email address is da****@****ail.com

What schools did Daniel Lunardi attend?

Daniel Lunardi attended Swinburne University Of Technology.

What skills is Daniel Lunardi known for?

Daniel Lunardi has skills like Financial Planning, Financial Analysis, Investments, Paraplanning, Financial Modeling, Microsoft Word, Investment Strategies, Management, Microsoft Office, Problem Solving, Financial Services, Financial Risk.

Who are Daniel Lunardi's colleagues?

Daniel Lunardi's colleagues are Cheuk Ying Priscilla Fung.

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