Dennis Di Bartolo
MFinPlan, AFP, LRS, SSA
Financial Planner / Practice Principal
MFinPlan, AFP, LRS, SSA
Financial Planner / Practice Principal
With over 20 years’ experience in financial planning, Dennis brings a wealth of knowledge and experience to our advisory team. Dennis was the founding partner of Altitude Wealth Management in 2007 after a career as a Senior Financial Adviser at Westpac Bank. Dennis has completed a Master’s in financial planning, and now focuses on providing strategic advice to the High Net Wealth, Small-Medium Business Owners as well as Mum and Dad investors operating their own Self Managed Superannuation Fund. Dennis also works closely with the Altitude Wealth Management advisory team to ensure as a group we continue to provide the highest of quality advice to all our clients across all areas of advice.
In his spare time, he’s an active patrolling member for Townsville Picnic Bay SLSC, a board member for QLD Touch Football and a Cowboys fan. Dennis is a supporter of the Children’s Cancer Institute of Australia through the annual Townsville to Cairns charity bike ride, and Happy Touch Townsville.
Adv Dip FinPlan, Dip Fin Serv (MB), CDec
Mark has been involved in the finance industry for over 30 years with the last six being in the financial planning industry. In this time Mark has developed an extensive knowledge base across a number of finance sectors.
Mark works with clients of all ages and financial requirements. Whilst he works largely with self-funded retirees, he also spends a great deal of time assisting retired clients navigate the complexities of Centrelink requirements to assist in achieving positive outcomes.
Having grown up in Townsville he believes it is important to give back to the community and as such is involved with a number of not for profit organisations. He is the president of Community Gro and is also a board member of the North Queensland Sports Foundation. Mark also likes to spend time watching and supporting his two daughters in their various sporting activities.
Allison joined the Altitude Wealth Management family in July of 2011 commencing in a Planner Support capacity and taking on a multitude of tasks within her time. Allison is now the Practice Manager and aims to keep everything running smoothly in the “engine room”.
Allison is a born and bred local and has a Diploma of Financial Services (Financial Planning) and Certificate III in Financial Services with more than 20 years’ experience in the financial services industry.
In her spare time she enjoys spending time with her family and friend and supporting her two boys as they play their chosen sport – Cricket. Allison also likes to get out and enjoy the great outdoors and go camping whenever time permits.
B Fin Plan, CDec
Teaghan entered the finance planning industry in 2013 starting in research and support roles. Prior to joining Altitude Wealth Management, Teaghan had been a financial planner with ANZ Bank looking after clients throughout Townsville, Ingham, Ayr and Charters Towers. Teaghan has a Bachelor in Financial Planning and has completed all additional education requirements to provide financial advice in Australia.
Teaghan provides advice to clients of all ages on areas such as Superannuation, Retirement Planning & Centrelink, Investments, Life insurance, Debt Management and Self-Managed Super Funds.
B Bus (Fin Plan), CFP
Nikki is the newest member of the team, joining Altitude Wealth Management in December 2020, after the retirement of her previous employer who she worked alongside for almost 14 years.
Nikki began her career in the financial planning industry in 2007 and has since completed her Bachelor of Business (Financial Planning) with Distinction as well as the Certified Financial Planner (CFP®) Certification Program.
She prides herself on being a friendly and professional team member with an attention to detail, who strives to make clients feel welcome and satisfied with every interaction.
Nikki loves all things family, friends and putting together yet another Excel spreadsheet. She also enjoys being an active member of her local Netball club in which she plays, umpires and coaches the little ones.
B Bus (Fin Plan), DipBA
Renita has been with Altitude Wealth Management since February 2020, after a move from Melbourne to sunny Townsville. With a completed Bachelor of Business (Financial Planning), 20 years and various roles within the finance industry she has a wealth of knowledge when it comes to administration, research, report writing and freeing up time for our advisers to be able to spend with you.
Renita enjoys all things family, friends, food and outdoors and when life slows down a little, would like to move into an adviser role. Whilst she is not a local yet, Renita is still a valued member of the Altitude team and some in the office would even call her the table tennis champ!!
Client Relationship Coordinator
Adele joined our dynamic team in February 2020 with a fresh and energetic approach. Having worked in the financial sector for over four years, Adele has honed her professional skills, while handling diverse responsibilities and short deadlines.
Adele has built on her knowledge obtained through her Double Bachelor of Business Management and Design, to enable her to provide accurate and well-informed administrative support. She always strives to put her clients’ needs first and to provide an ideal customer experience.
In her spare time, Adele enjoys spending time with her family, friends and revitalizing pre-loved furniture. Adele is always looking to make others smile and will never say no to an office cookie.
Demi is a fairly recent addition to the Altitude Wealth Management Team and is your first point of contact as you walk through the door. Demi is our friendly receptionist who you will regularly be in contact with either over the phone or via email. Demi cares greatly for all clients ensuring they feel welcome with a cup of tea or coffee and a smile to ensure a positive, memorable experience.
In her spare time Demi loves being with her family and friends outdoors. She loves to go camping and enjoys watersport activities including fishing.