Professional experience
Damien’s extensive experience as a financial advisor 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 Advisor, Damien has the credentials to provide quality advice and deliver significant value to his clients.
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.
ASIC Authorised Representative number: 000305752
Authorised by PKFWAFSL to provide financial advice and services relating to managed investments, superannuation, self-managed superannuation funds and shares.
Qualifications and memberships
- Bachelor of Commerce
- Chartered Accountant (CA)
- Graduate Certificate in Financial Planning
- Designated Specialist Adviser of the SMSF Professionals’ Association
