Nilam Damania

Infusion360

Silver
5 Yrs Experience
Bella Vista, NSW 2153
Nilam Damania is a CFP® professional. To be admitted as a CFP professional, Nilam was required to undertake an advanced education program, as well as meet requirements around ethics, examination and experience. Nilam has worked with three of the largest financial services provider including two of Australia’s Big 4 banks. She possesses extensive experience in wealth management and specialises in Wealth Accumulation Strategies,  Retirement Planning, Personal Insurances, Investments and Centrelink advice. She is passionate about helping her clients to build their wealth and achieve their lifestyle goals while making the complex easy to understand. She consistently strives to deliver comprehensive and easy to understand advice whilst achieving significant value for the client. Her skills and experience are backed with strong academic qualifications. Nilam Damania is a CFP® professional, holds Masters of Business in Accounting and Finance from University of Technology, Sydney, Bachelors of Commerce and Diploma of Financial Planning.  She loves her work because it gives her an opportunity to make a positive difference in the lives of her clients. Outside work, she enjoys spending time with her family, bike riding, fitness training and 4WD adventures.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Master of Business (Accounting and Finance)
  • Language spoken
    • English

Infusion360

Suite 3.03, 7-9 Irvine Pl
Bella Vista, NSW 2153

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

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

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5.00

"Nilam was attentive, professional and extremely supportive from our first meeting. She devised a sound future investment strategy, insurance policy and superannuation plan and was able to explain it in lay terms to myself and my fiancée so that we could understand. I am confident that the advice she provided will aid me and my family to a financially safe and prosperous future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nilam provided me with advice recently in regards to how best to invest & build my savings in the short term. We also touched base on my other investments & superannuation strategy. We did this all via Zoom conference calls & email as I live interstate. Nilam was very knowledgeable, friendly and approachable. She explained the reasoning behind the decisions we made together in an easy to understand manner. Her review was very comprehensive. I felt that she was working in my interest at all times and this was shown by her suggestion to change my statement of advice to a record of advice which saved me a lot of money. She put a lot of time into my record of advice and I am very happy with the end result. She is gaining further qualifications which will no doubt benefit me and other clients."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2017

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Master of Business (Accounting and Finance)

Level
9 - Masters Degree
Institution
University of Technology Sydney (UTS)
Completed
2009

Statement of Attainment (Self Managed Superannuation Funds)

Level
0 - Training / Exam / Other
Institution
Monarch Institute
Completed
2017

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2021

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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