DIP FP, ADV DIP FP, DIP Mortgage Lending, FPA Practitioner, Bus/FIN ADV Dip
I have been a Financial Adviser for over 10 years and I am a member of the Financial Planning Association and was a leading financial adviser for Westpac and CBA. I was awarded Financial Planner of the Year in 2008 by Commonwealth Financial Planning. My expertise and knowledge is built on a holistic approach of trust, honesty , integrity, hard work and open communication with all involved.
As a leading Financial Adviser I have been privileged to work with clients from all walks of life, from saving for their first home to creating complex business and high net worth wealth strategies. I believe I have succeeded when my clients succeed through achieving their personal and lifestyle objectives.
In 2009 I founded Logic Financial Advisers, I began with four walls and one telephone line. With the fundamental vision to follow my passion and purpose to build a company that will deliver quality financial advice to every day families as I believe financial advice should not be on offer for the privileged few.
At Logic Financial Advisers the “relationship” is 1st and we are the best when it comes to building quality and long lasting relationships with clients. We deliver a service that is 2nd to none and are now supported and work in conjunction with various specialists which allows us to facilitate a full, holistic financial plan including finance, accounting, legal and property advice as well as our core services, these areas are supported by an experienced and qualified team of advisers and client services managers.
Daniel Bontempelli(B.Fin, DipFS(FP)
I have been a Financial Planner for over 4 years, completing a Bachelors Degree in Finance from LaTrobe University & Diploma in Financial Services(Financial Planning) from RMIT. My expertise is in the area of Cash-flow Analysis/Budgeting, Superannuation Structure, Asset Allocation, Risk-Management, Tax-Mitigation & Retirement Planning.
The most rewarding and satisfying aspect as a Financial Planner at Logic Financial Advisers is working closely with everyday Mum’s and Dad’s to achieve their financial and lifestyle goals, making a difference in guiding them to financial freedom and a comfortable retirement.
At Logic we work closely with all our clients in delivering and building exceptional personalized and ongoing relationships, reviewing their financial plans, updating and educating them on new opportunities within the ever changing financial landscape.
Office Manager/ Senior Client Service Manager
I have been working in the Financial Services industry for just on 20 years. I never studied, i have no letters after my surname, but I have 20 years of life experience within the industry, perhaps I should put the letters ‘LIFE’ after my surname. Starting in a microfish factory at a Bank, to Call Centres, to Reception, to Admin Support, to Paraplanner Support, to Complaince Officer, to Personal Assistant, to Executive Assistant, to Office Manager and finally at my current role within Logic. The past 20 years has shown me all aspects of the industry. An industry that I love. I enjoy working with clients. Starting something with a client and finishing it to the best of my ability. I like that in some small way I am part of clients achieving financial and lifestyle goals. After working hard I strongly believe that we should all be able to retire well. I enjoy speaking with clients and being the first port of call in any circumstance. I love to build relationships with peers, colleagues, clients, external parties, Insurer’s. I think the thing that I love the most is the relationship building.
Customer Service /Portfolio Manager
Commenced with Company in Jan 2014
I have over 15 years working in various industries with the vast amount in financial services, specialising in Insurance applications . I will be completing all your future personal insurances and financial Investment applications ensuring the accuracy of issued policy documents, investment fund switches and providing key client support services on your behalf.
I work closely with the Advisers in maintaining and building client relationships by delivering distinctive client value through effective and timely support processes ensuring accuracy and efficiency of all client files and advice documents.
At Logic we believe in building strong and reliable relationships with all our clients, giving you the personal service that you deserve and which is so hard to find these days. It will be my pleasure and privilege in working with you.
Commenced with Company in February 2013
My professional background is 20 years in education and training completed both an Associate Diploma in Community Services and Care plus Certificate IV in Workplace Training and Assessment. My decision to change my career path has been met with excitement and rewarding challenges. My role includes administrative support to our very special dynamic team of Advisers and Customer Service Managers ensuring all aspects of the office runs smoothly on a day to day basis. I have over 10 years experience in the administration and client services and very excited in adding financial services to my skill set.
I will be your first point of call for all appointment bookings and I assist the Advisers in maintaining and building client relationships by delivering distinctive client value through effective and timely support processes ensuring accuracy and compliance of client files and advice documents at all times.
At Logic we pride ourselves in delivering high quality financial service to our clients, building strong ongoing relationships within our friendly-family like environment.