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 supporting Daniel Ricciardo.
Damien helped me get my first home through the First Home Buyers scheme. He managed every step of the process including the application, conveyancing and mortgage insurance. He was immediately available and responsive to all of my questions and great to deal with. I will highly recommend him.
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.
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.
'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. '
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.
- Adviser status Silver
- Number of reviews 20
- First year providing advice 2011
- Years of experience 12
- Bachelor of Business (Banking and Finance)
Guardian Wealth Partners Pty LtdSuite 9, Level 1, 214 Bay St
Brighton, VIC 3186
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Nextplan Financial Pty Ltd