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
What Damien's clients say
Damien explains PKF investment strategies very well and in an understandable manner. He is always quick to respond either by email or phone to any queries we may have. Advice given has always been clear and proven valid when implemented. Fund performance has been within our bracket of expectations.
Over the time a strong relationship has developed between my advisor and my wife and myself. We trust Damien and have always found him to be professional and most knowledgeable about all financial matters. We have utmost confidence in his ability to meet our financial need.
Damien always demonstrates an understanding and knowledge of my circumstances and continually adjusts my situation to cater for my changing/ageing lifestyle. Damien presents well and his behavior is pleasant , positive and reassuring which is important to me.
