Damien is a Senior Financial Adviser within our Wealth Creation team and is based in our Newcastle office.
In addition to his extensive experience as a financial adviser, Damien has also practiced in accounting, superannuation and related areas in a professional career spanning more than 20 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.
- ASIC Authorised Representative number: 305752
Authorised by The Advice Exchange to provide financial advice and services relating to:
- Managed investments;
- Self-Managed Superannuation Funds;
- Shares; and
- Margin lending.
- Bachelor of Commerce
- Chartered Accountant (CA)
- Graduate Certificate in Financial Planning
- Designated Specialist Adviser of the SMSF Professionals’ Association