David Lolicato
Financial Adviser
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About
David Lolicato is an ASIC-registered financial adviser dedicated to helping individuals and families in Dulwich, SA, achieve their financial goals. With a Bachelor of Commerce from the University of South Australia (2006), David further cemented his expertise by becoming a Certified Practising Accountant with CPA Australia in 2009. His commitment to specialized knowledge is evident through his accreditation as a Self Managed Super Fund Specialist Adviser (SPAA) in 2010, and his ongoing dedication to ethical practice, demonstrated by completing Ethics & Professionalism in Financial Advice training with Kaplan Australia in 2020. David is a proud member of CPA Australia and the SMSF Association. David is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for every client. He specializes in superannuation, insurance, and wealth management strategies, providing comprehensive retirement planning advice and expertise. • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Advice David is passionate about providing clear, straightforward advice to help you make informed decisions about your financial future. Contact David today to schedule a consultation and take the first step towards securing your financial well-being.
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Frequently Asked Questions
What types of financial advice does David Lolicato offer?
David Lolicato provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He can help you develop a comprehensive financial strategy tailored to your specific needs and goals.
What are David Lolicato's qualifications?
David holds a Bachelor of Commerce from the University of South Australia, is a Certified Practising Accountant (CPA), and is a Self Managed Super Fund Specialist Adviser (SPAA). He also completed Ethics & Professionalism in Financial Advice training with Kaplan Australia.
What is the process for becoming a client of David Lolicato?
The process typically starts with an initial consultation to discuss your financial situation and goals. David will then develop a personalized financial plan, implement the strategies, and provide ongoing support and reviews to ensure you stay on track.
Can David Lolicato help me with my self-managed super fund (SMSF)?
Yes, David is a Self Managed Super Fund Specialist Adviser (SPAA) and can provide expert advice on all aspects of SMSF management, compliance, and investment strategies.
What can I expect from working with David Lolicato?
You can expect personalized, professional, and ethical financial advice. David is committed to building long-term relationships with his clients and helping them achieve their financial aspirations through clear communication, strategic planning, and ongoing support.
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