Damon Zischke

Obt Financial Group

Silver
4 Yrs Experience
Gatton, QLD 4343
Previously an accountant, Damon is passionate about improving his clients' financial positions and making the most of what they've got. He provides advice across all areas of personal finance, including superannuation and SMSFs, planning for retirement, personal risk insurance, tax planning and investment portfolio construction.  Damon is extremely passionate about the difference a good financial planner can make in people's lives. Something people often notice about Damon is his ability to present complex strategies in a way that is clear and easy to understand. He has a keen eye for details. good listening skills and a friendly demeanour.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • 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 2018
  • Years of experience 4
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Obt Financial Group

20 William Street
Gatton, QLD 4343

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lonsdale Financial Group Ltd

AFSL 246934

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

Sort by

5.00

"Damon provided a fully customised financial plan, superannuation advice and then explained everything in terms my husband and I could understand. Damon applied his experience and knowledge to my situation and provided advice that was easy to understand. His friendly approach made the consultation sessions enjoyable and comforting. Hubby and I will be recommending Damon to anyone we know that needs financial planning advice. Shout out also to his wonderful support staff who are available when you need information or follow up."

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

"Damon provided a fully customised financial plan, superannuation advice, updated my insurances and confirmed my investing strategy was appropriate for my financial goals. Damon applied his extensive experience and knowledge to my situation and provided advice that was easy to understand. His friendly approach and witty humour made our consultation sessions enjoyable and comforting."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • 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
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Margin Lending Specialist Unit

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

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2019

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
2014

Certificate 4

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Damon's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Damon able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Damon's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Damon to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Damon?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Damon provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Damon may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Damon Zischke
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens