Damon Inness

Astute Brisbane Central

Silver
4 Yrs Experience
Fortitude Valley, QLD 4006
Hey there! Thanks for making your way onto my adviser ratings profile. If you are after simple and jargon free financial advice you have clicked on the right adviser. I have been providing advice to Millennials and Retirees for three years now and absoulety love it. There is an abundance of information out there that is often really had to scale down to a personal level. Thats where I come in! I navigate you through the complexies of our financial world and help you acheive your goals through taliored financial advice. Dont believe me? See below what my customers say about me

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 15
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Astute Brisbane Central

66 Warry Street
Fortitude Valley, QLD 4006

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Meeting methods

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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.85
15 Reviews
5
4
3
2
1
4.90
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Damon is very competent & knowledgeable , caring & attentive. He got ' thrown in at the deep end' when things went badly wrong very quickly with my husband's health and was able to give me much needed peace of mind, he has taken a weight off my shoulders & sorted everything financial out. I look forward to a long & happy relationship with him."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Damon took the time to explain investment shares and bonds to me which built my confidence to invest. The long term approach he described resonated with my financial goals, indicating he appreciated the type of investment I was seeking. He was patient and explained both the process and expected investment outcomes clearly, answering my questions as they arose. I would recommend Damon's financial advice to friends and family."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damon has given me advice in areas including loan products, self managed super funds and managing debt. Damon was usually able to explain things to me in a clear way. Through Damon's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Damon's full care and attention when I needed. In short, we found the recommendations for Damon to be true. Retirement, Pensions & Age Care are complex issues, having Damon to sort is a great relief. Barry & Susanne Thompson"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damon was recommended to us as someone who could help us navigate the financial territory of our parents' home sale and their move into aged care. His knowledge, work-ethic, advice and expertise were absolutely first rate. He is very calm and personable. We always felt he was working in our best interests. We have already recommended his excellent skills to others. Thank you, Damon!"

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Damon was very knowledgable with the subjects we spoke about. I'm confident with our discussions and end results. I believe they'll benefit me in the long run."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Damon Inness profile photo

Damon Inness responded on May 2021

"Thanks Holly. It was a pleasure, I'm Glad we could get your super working a little harder in order to achieve your retirement objectives."

5.00

"Damon has been exceptional since day one. He was both personable and friendly upon first meeting him which put my mind at ease when discussing my financial situation. His ability to get up to speed with and, clearly understand my financial position made it easy to begin considering his advice. Through his discovery he was able to clearly help outline my fiscal goals and strategies but moreover, how they tied in with my lifestyle and personal goals. I'm extremely pleased with the financial strategy offered to me as well as the investment plan I've undertaken based on the comprehensive proposal put forward by Damon. Overall it was a great experience working with Damon and I would highly recommend his services."

  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Damon Inness profile photo

Damon Inness responded on January 2021

"Thanks Mitch for the awesome review. So glad I could help you get set up on your financial journey. Looking forward to what advice comes in the future."

5.00

"Damon has helped my husband and I navigate our way through the complexities of completing the necessary forms and documents for Centrelink. Thanks so much Damon, keep up the good work."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Damon Inness profile photo

Damon Inness responded on January 2021

"Centrelink is a piece of work, so glad I could help yourself and a John navigate through its complexities. Very much looking forward to working with you in the future."

5.00

"Damon has been a great help in assisting me to organise my income insurance and discuss the first steps towards purchasing my first home. He is extremely knowledgeable and was able to offer personalised advice that was the best match to my circumstances. Damon is able to explain more complex concepts in a way which is easily understood, and is always open to answering questions. He is very approachable, and gives me confidence that I’ll be able to achieve my goals with his guidance."

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Damon Inness profile photo

Damon Inness responded on January 2021

"Thanks Emily appreciate your review, Looking forward to helping you with all of your financial milestones now and in the future."

4.50

"Damon have me tailored advice for my first step onto an investment portfolio pathway. He was friendly and patient."

  • Superannuation
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Damon Inness profile photo

Damon Inness responded on November 2020

"Thanks Mate, I look forward to what the future holds."

4.75

"Damon provided me with advice on personal insurances. I have a genetic mutation that makes getting insurance more complex than your average person, but, Damon was able to find policies that would cover me without increased fees or exclusions (which I was very impressed with!). Throughout the process, Damon provided prompt service and communicated well; always answering my questions and explaining things in a way I could understand. Since getting my insurance, Damon has stayed in touch, and I feel he genuinely wants to help me succeed in my financial life. I would highly recommend him to anyone looking for financial advice."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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