Damien Daviot

Guardian Wealth Partners Pty Ltd

Platinum
11 Yrs Experience
Brighton, VIC 3186
Damien Daviot has a number of years experience in the financial services industry having worked as both a Para Planner and a Financial Advisor, both in boutique firms as well as the major banks. Damien completed his Degree in Business (Banking & Finance) from Monash University and has also completed his ADFP through Pinnacle. Damien is also a member of the Association of Financial Advisers (AFA) Outside of work Damien is an avid St.Kilda Football Club fan and member. He also enjoys the F1's and supportingĀ Daniel Ricciardo.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 19
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

Guardian Wealth Partners Pty Ltd

Level 9, 214 Bay St
Brighton, VIC 3186

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Nextplan Financial Pty Ltd

AFSL 452996

5.00
19 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"Damien has given me advice in areas including loan products, self managed super funds and managing debt. Damien was usually able to explain things to me in a clear way. Through Damien's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Damien's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien has been my trusted advisor for a number of years. My family and I have put our trust in him to grow our super, protect our assets and thanks to him we look forward to a comfortable retirement."

  • Superannuation
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Damien helped me with car loan. He has been a thorougher and professional adviser. He arranged a best option for my loan and when 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. '"

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien has provided us with valuable advice on the best products and the best ways to structure our superannuation and our insurances to benefit us. We have found him to be very knowledgeable to all facets of our financial planning. Damien is very easy to deal with. He is easily accessible by phone, email and in person, even thought we live in Cairns he travels frequently up to Cairns to visit his clients. We would highly recommend Damien for anyone seeking a financial advisor."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2013

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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