Damian Masi

Zone Financial Pty Ltd

Bronze
9 Yrs Experience
St Leonards, NSW 2065

Damian is a highly technical and compassionate Wealth Adviser, dedicated to helping clients navigate complex financial decisions with confidence. Holding a Master of Financial Planning, a Bachelor of Commerce (majoring in Finance and Financial Planning), and registration as a Tax Financial Adviser, he brings both specialist expertise and a genuine desire to support his clients' success.

Damian’s journey in the financial services industry began with a leading corporate institution, delivering personal financial advice before joining Zone Financial in 2018. Since then, he has deepened his expertise in the unique financial challenges faced by successful individuals and families managing wealth accumulation and preservation. Damian specialises in superannuation and retirement strategies, investment advisory, risk management, and scenario planning.

Damian works closely with individuals and families through pivotal life transitions, ensuring they feel informed and in control of their financial future. He believes wholeheartedly in the value of financial advice and confidence gained through an integrated wealth strategy.

““At a young age, I witnessed firsthand the tangible advantages of good financial advice through my parents’ adviser, I observed how she expertly guided their retirement, and ultimately enabled the life they have today. This experience inspired my career in wealth management advice and my desire to join a business where I can have the same impact on clients’ lives and watch the incredible progress they make. For me, that is what good advice is all about – a partnership that facilitates positive long-term change.”

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.94
  • Number of reviews 21
  • First year providing advice 2017
  • Years of experience 9
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Zone Financial Pty Ltd

Level 1, 154 Pacific Hwy
St Leonards, NSW 2065

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Zone Advisory Pty Ltd

AFSL 544310