Daniel Lunardi

Daniel joined Ascent Private Wealth in 2015 and has 11 years’ experience in financial planning. He is an Authorised Representative of Count Financial Limited and a Director of Ascent Private Wealth and receives salary and share of profit distribution payable.

His work centres on SMSF advice and estate planning, family trusts, testamentary trusts and charitable foundations, supported by financial modelling to work through the detail of more complex strategies.

Daniel holds a Bachelor of Commerce from Swinburne University of Technology, an Advanced Diploma in Financial Planning, and is a Certified Financial Planner (CFP®).