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.
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.
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.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2018
- Years of experience 5
- Certified Financial Planner (CFP)
OBT Financial Group20 William Street
Gatton, QLD 4343
- 9:00am – 5:00pm Monday – Friday
Obt Wealth Services Pty Ltd