David Lenarduzzi Email & Phone Number

David Lenarduzzi is the owner and director of Executive Wealth Solutions Pty Ltd. He is highly qualified, holding a diploma in financial planning and diploma in financial markets. In addition to this David holds the internationally recognised Certified Financial Planner designation, which is the highest qualification within the financial planning industry. David has over 12 years experience as a senior financial adviser. Over this time David has worked in various roles at a leading accounting firm and industry superannuation fund. He has provided advice to a client list of over 300 individuals and 35 corporate clients with a combined investment portfolio of over $220m.David has extensive knowledge on a broad range of financial planning areas. However, he has chosen to specialise in the complex fields of Wealth Accumulation and Retirement Planning, and it is these areas that David’s planning skills are particularly strong.David’s beliefs concerning the importance of ethics and integrity within the financial advice process are central to the Executive Wealth Solutions culture. The passion he has for his work stems from the difference he has seen quality financial advice make in peoples lives.Specialties: Wealth Accumulation, Retirement Planning and Wealth Protection

Listed skills include Superannuation, Retirement Planning, and Wealth.

• Director

  Executive Wealth Solutions Pty Ltd

  2003 - Present - North Sydney