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