Damien is a trusted wealth adviser with extensive experience in providing invaluable guidance to SMEs, executives, professionals, and high-net-worth individuals and families.
With a background in senior roles at prestigious institutions such as St George Private Bank and a Big 4 accounting firm, as well as leadership positions in succession planning firms, Damien offers holistic financial planning solutions.
Damien’s expertise covers areas such as portfolio management, Self Managed Super Funds, intergenerational wealth transfer, and investment considerations. He specialises in tailored portfolios, farm and SME succession planning, asset protection strategies and understanding legal and tax implications of various structures.
How Damien makes a difference:
- Holistic & Strategic Financial Planning
- Tailored Portfolios
- Farm (and SME) Succession Planning
- Asset Protection & Personal Risk Insurance Solutions
Damien holds a Diploma of Financial Planning (since 1992); and continued his studies, becoming a Certified Financial Planner ™ in 2000, accredited in SMSF advice in 2003 and direct shares and derivatives in 2002.
