Daniel Lunardi

Senior Financial Adviser/Director
  • 0401192841
  • dlunardi@ascentpw.com.au

B.Comm (Finance) Adv Dip FP, CFP™

Authorised Representative No. 1008936

Daniel Lunardi has 9 years experience in the Financial Planning industry. Daniel has been with the Ascent Private Wealth team since 2015 and is a Certified Financial Planner (CFP) and is also a Director of Ascent Private Wealth.

Daniel Lunardi is an Authorised Representative of Count Financial Limited and a Director of Ascent Private Wealth and receives salary and share of profit distribution payable. Daniel has extensive experience in SMSF advice and Estate Planning, including family trusts, testamentary trust and insurance. He also has extensive experience in financial modelling and analysis of complex financial strategies. Daniel is extremely competent in the use of financial planning software and numerous software applications. Daniel has completed his Advance Diploma in Financial Planning and holds a Bachelor of Commerce degree from Swinburne University of Technology. Outside of work Daniel is an avid sport supporter, following Soccer, AFL and Cricket.

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