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Damien Daviot

 Damien Daviot

Share profile:
330 Collins Street Level 14
Melbourne
VIC
3000
AU

Overview CONTACT THE ADVISER

Damien Daviot Damien Daviot

total Reviews

15

Experience

7yrs

Status

Platinum

Overall Adviser Rating

90

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Guardian Wealth Partners Pty Ltd
Guardian Wealth Partners Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Nextplan Financial Pty Ltd
Nextplan Financial Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Aged CareAged Care
Loan ProductsLoan Products
Socially Responsible InvestmentsSocially Responsible Investments
Eco Friendly InvestmentsEco Friendly Investments
My fees
  • Free Initial Consultation
  • Free General Advice

Latest Customer Reviews (3 of 15 total)See all

"Damien has been a thorougher and professional adviser. He explained all of my options and then advised the best way forward. Would gladly recommend Damien to family, friends or anyone in need of financial planning. "

Michael, 46-55 13 Jun 2018

"Damien was a pleasure to deal with and very knowledgeable with giving me investing and super options. I have no hesitation in recommending Damien for any financial advice."

Nigel, 56-65 12 Jun 2018

"Damien has helped me on a number of occasions. Namely, my Superannuation - both in regard to building it and planning for retirement. He has assisted with re-financing my home loan and also helped my elderly mother with navigating her entitlements regarding Centrelink and costs involved with moving into assisted care. Can't recommend him highly enough - both for young families getting started, to older people planning for retirement. "

Dale, 56-65 12 Jun 2018

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • No award found
Years of experience
  • 7 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 14
330 Collins Street, Melbourne
VIC 3000 Australia

Office hours

Monday:   8AM to 6PM
Tuesday:   8AM to 6PM
Wednesday:   8AM to 6PM
Thursday:   8AM to 6PM
Friday:   8AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 15 Total Reviews
Michael, 46-5513 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Damien has been a thorougher and professional adviser. He explained all of my options and then advised the best way forward. Would gladly recommend Damien to family, friends or anyone in need of financial planning. "

Nigel, 56-6512 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Damien was a pleasure to deal with and very knowledgeable with giving me investing and super options. I have no hesitation in recommending Damien for any financial advice."

Dale, 56-6512 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Damien has helped me on a number of occasions. Namely, my Superannuation - both in regard to building it and planning for retirement. He has assisted with re-financing my home loan and also helped my elderly mother with navigating her entitlements regarding Centrelink and costs involved with moving into assisted care. Can't recommend him highly enough - both for young families getting started, to older people planning for retirement. "

Bianca, Under 3512 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Damien provided me with exceptional service and information in order to review my finances and help me switch my superfund. He also advised me on starting and building my investment portfolio, including all insurances and ways to increase my lifetime wealth. He made this process simple, easy and I felt comfortable at every step in the process. He's a great asset and provided so much value!"

April, 35-4512 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Damien was recommended to us to help set up life insurance for our smsf. Since the initial setup Damien has made additional updates to our account. I have also recommended Damien's service to friends as we have been extremely happy with Damien's service. "

Carly, Under 3506 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Damien has been a pleasure to deal with. He guides us through all aspects, clearly outlines our requirements and is always willing to assist. I would happily recommend Damien."

Mike, Under 3510 May 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Damien provides well thought-out, considered and professional advice I trust. He's enabled me to think about things in a new way when it comes to my finances and effectively plan for my future. I'd have no hesitation in recommending Damien to colleagues and friends (and have done)."

Rhonda, 35-4507 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Damien has provided us with excellent advice on investments, super and insuarance. We first worked with him at CBA and have followed him to his new business. Damien is very professional to work with, providing easy to understand information and coming to see us in our home after hours. He has helped to tailor our super and insuarance to fit the needs of a young family and produced clear documentation outlining our options and his recommendations. "

Warren, 65+07 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have known Damien for several years – over this time Damien has provided me with expert financial advice. This included advice on the following: • Transition to retirement • Salary sacrifice • Age pension and implications of the Asset Test • Centrelink • Financial management strategies Damien took on board my preferences and provided the most suitable options. I have no hesitation in recommending Damien. "

Fiona, 46-5503 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I met Damien when he took over my portfolio from another adviser at the CBA. I found him very knowledgeable, courteous and understood what my priorities were at the time. When he decided to launch Guardian Wealth Partners I didn't hesitate to follow him to the new business. He has all my history, has looked after my portfolio wonderfully and is always looking out for my best interests. I wouldn't dream of going anywhere else."

Brad, 35-4530 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was referred to Damien by a trusted friend who also worked in the finance sector about 3 years ago. At the time Damien was working at CBA as a Financial Planner and when we first met Damien easily understood my clumsy explanation of my financial objectives. In the time that Damien has been my adviser, my financial portfolio has trippled with Damien becoming my trusted go to for financial advice and implementation of considered solutions. "

Jenni, Under 3530 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Damien is highly knowledgeable, approachable and always has my goals front of mind. Through in depth discussions, Damien has been able to tailor make a strategy that best suits my needs, is cost effective and the offer to review when my personal circumstances change. "

Michael, 46-5527 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We've had a few financial advisers over the years with mixed success. Damien was recommended to us five years ago and he has helped grow our investment portfolio through diligent attention to detail and service. I like his proactive approach which means he is thinking about what is best for us long term. Highly recommend him."

Alison, 46-5525 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Damien has provided me with excellent financial advice regarding my SMSF. He is very knowledgeable and was able to answer my numerous questions with patience and ensuring my understanding."

Loredana, Under 3525 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Damien was extremely professional and thorougher. We met several times throughout the financial planning process. I didn't feel pressured into anything and was given multiple options to choose what would work best for me. Best of all he came out to me and was willing to meet outside work hours which was a massive help for a busy shift worker. Thanks for your help!"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
12
Customers

#2
Insurance Protection
STRENGTH
9
Customers

#3
Preparing For Retirement
STRENGTH
8
Customers

#4
Savings Investment
STRENGTH
7
Customers

#5
Tax Effective Strategies
STRENGTH
6
Customers

x

Overall rating

90%

Damien Daviot

Company: Guardian Wealth Partners Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Damien Daviot is a member of and in what capacity, the licensee or company of Damien Daviot and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Damien Daviot (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%