My passion is the delivery of a superior service experience to my highly valued clients.

Damien Passmore
Wealth Creation Senior Financial Advisor

Damien Passmore

Senior Financial Advisor

In addition to Damien's extensive experience as a financial adviser, he has 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.

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.

Specialisation

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