My passion is the delivery of a superior service experience to my highly valued clients.
Wealth Creation Senior Financial Advisor
Senior Financial Advisor
Damien’s extensive experience as a financial adviser is underpinned by his practice in accounting, superannuation and related areas in a professional career spanning more than 25 years.
This diverse experience enables Damien to provide his clients with proactive service and a holistic approach to wealth creation and structuring.
As a Chartered Accountant (CA) and a designated Specialist Self-Managed Superannuation Adviser, Damien has the credentials to provide quality advice and deliver significant value to his clients.
Authorised by The Advice Exchange to provide financial advice and services relating to:
- Managed investments;
- Self-Managed Superannuation Funds; and
Recent examples of work include:
- Assisting three ultra high net worth clients with the investment of portfolios in excess of $20M each.
- Tax effective investment of client wealth across multiple structures (SMSF, Corporate, Trusts).
- Implementation of financial planning strategies that extract optimal after tax outcomes for clients.
Qualifications and memberships:
- Bachelor of Commerce
- Chartered Accountant (CA)
- Graduate Certificate in Financial Planning
- Designated Specialist Adviser of the SMSF Professionals’ Association
ASIC Authorised Representative number: 305752
Authorised by PKFWAFSL Pty Ltd to provide financial advice and services relating to managed investments, superannuation, Self-Managed Superannuation Funds, life products, risk, shares and estate planning.