Daniel Lunardi Email
Senior Financial Adviser @ Ascent Private Wealth
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Daniel Lunardi Location
- Melbourne, VIC, AU
Daniel Lunardi Work
- Senior Financial Adviser @ (February 2014 - Present)
- Associate Financial Adviser @ (June 2016 - Present)
- Paraplanner @ (February 2015 - Present)
- Account Consultant @ (February 2012 - April 2014)
Daniel Lunardi Education
- Swinburne University of Technology
Bachelor’s Degree (Business/Commerce, General)
2009-2011
Daniel Lunardi Skills
- Leadership
- Estate Planning
- PowerPoint
- Financial Planning
- Tax
- Financial Modeling
- Investments
- Financial Risk
- Investment Advisory
- Financial Services
- Microsoft Office
- Microsoft Word
- Investment Strategies
- Customer Service
- Financial Analysis
- Management
- Financial Reporting
- Project Management
- Problem Solving
- Paraplanning
- Strategic Investment
Daniel Lunardi Summary
- Daniel Lunardi, based in Melbourne, VIC, AU, is currently a Senior Financial Adviser at Ascent Private Wealth. Daniel Lunardi brings experience from previous roles at Ascent Private Wealth and VicSuper. Daniel Lunardi holds a 2009 - 2011 Bachelor’s Degree in Business/Commerce, General @ Swinburne University of Technology. With a robust skill set that includes Leadership, Estate Planning, PowerPoint, Financial Planning, Tax and more. Daniel Lunardi has 2 emails on RocketReach.
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