Dennis Bartolo
Financial Adviser
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About
Dennis Bartolo is an ASIC-registered financial adviser based in Mysterton, QLD, dedicated to helping clients achieve their financial goals with comprehensive and tailored advice. With a Master of Financial Planning from the University of the Sunshine Coast (2007) and a Certificate IV in Finance and Mortgage Broking from The National Finance Institute (2010), Dennis possesses a robust educational foundation. He further enhanced his expertise by becoming a Self Managed Super Fund Specialist Adviser through the SMSF Professionals' Association of Australia (2012) and a Life Risk Specialist with the Financial Planning Association of Australia (2015). Dennis is committed to upholding the highest ethical standards, as evidenced by completing FPC002B Ethics and Professionalism in Financial Advice with Kaplan Higher Education in 2022. As an active member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Dennis stays at the forefront of industry developments. Dennis is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in retirement planning and offers expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Dennis offers a comprehensive suite of services designed to address your unique financial needs: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Dennis today to schedule a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Dennis Bartolo offer?
Dennis Bartolo specialises in providing advice on superannuation, retirement planning, wealth management, and insurance solutions. He is authorised to advise on a range of financial products including Investment Life Insurance, Life Risk Insurance and Securities.
What qualifications does Dennis Bartolo have?
Dennis holds a Master of Financial Planning, a Certificate IV in Finance and Mortgage Broking, and specialist accreditations as a Self Managed Super Fund Specialist Adviser and a Life Risk Specialist. He also completed Ethics and Professionalism in Financial Advice training.
What is the process for becoming a client of Dennis Bartolo?
The process typically begins with an initial consultation to understand your financial goals and current situation. Dennis will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are also provided.
How can Dennis Bartolo help me with my superannuation?
Dennis can provide expert advice on choosing the right superannuation fund, optimising your contributions, and developing a retirement income strategy. He also specialises in Self-Managed Super Funds (SMSFs).
What should I expect during my first meeting with Dennis?
During your first meeting, Dennis will take the time to understand your financial situation, goals, and risk tolerance. He will explain his services and how he can help you achieve your financial objectives. This is an opportunity for you to ask questions and determine if Dennis is the right financial adviser for you.
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