My passion is the delivery of a superior service experience to my highly valued clients.
Wealth Creation Senior Financial Advisor
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.