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We operate with a focus on efficiency.

We pride ourselves on work being completed in a practical, timely and professional manner. We seek, and welcome, feedback from clients and their advisers, so as to help ensure our processes remain client-friendly and efficient. Given our focus on estate planning and deceased estates, we do not perform work in other areas of law. However, for clients with further legal needs, we are able to draw upon our extensive network of contacts to assist our clients.

Our Principal – Denis Bertollo

The principal of Bertollo Advisory is Denis Bertollo.

Denis completed a Bachelor of Commerce (Finance) and a Bachelor of Laws at the University of NSW (1995), and commenced practising as a lawyer in 1997.

Denis worked for seven years (1997 – 2004) in the banking and finance group at Blake Dawson Waldron (now Ashurst), Sydney as a Senior Associate.  This experience gave him a valuable skill-set in the areas of structuring, asset protection, risk allocation and tax analysis.

Denis also completed a Graduate Diploma in Financial Planning at the Securities Institute (FINSIA), Sydney (2006), for which he received the FINSIA NSW 2006 Dux Prize, and was placed 1st in ‘Taxation and Strategies for Financial Planning’ and ‘Risk Management and Estate Planning’.

Denis practiced as both a lawyer and a financial planner from 2007 – 2010. He returned to practising solely as a lawyer since 2010.