Damien Burns

D&M Financial Services Pty Ltd

Gold
19 Yrs Experience
Beaconsfield, VIC 3807
INDEPENDENT FINANCIAL ADVICE! RE-DEFINING FINANCIAL SERVICES TRANSPARENCY & SPECIALIST TAILORED ADVICE NO COMMISSIONS!! Hi and welcome, my name is Damien Burns, owner and principal financial adviser at D&M Financial Services. At D&M Financial Services we have re-defined financial services. We are all about transparency & specialist tailored advice, NO COMMISSIONS! We are an independent business which means we are positioned to provide you with advice you can trust; our advice is conflict free, we take no commissions or incentive payments from any products or platform providers. I am a Certified Financial Planner, Specialist Advisor with the Self Managed Super Fund Association of Australia and a licenced mortgage broker. I am part of Australia’s strictest associations so that I can provide you with a range of financial services: * SMSF Specialist * Control of your cash flow * Paying off bad debt quickly * Building more wealth for you Help you live a more comfortable life now and in the future; and * Give you peace of mind that your family is financially secure If you are looking for some financial advice you have come to the right business. I will personally take the time to get to know you, understand what it is you wish to achieve and build you a financial strategy to get you there. I guarantee you will enjoy a high level of personal service and attention I offer to all of my clients. Please feel free to give me a call on 0413 698 770 because it would be a pleasure to help you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

We are a truly Independent Financial Advice Business which means we do not accept any commissions from any sources. The only payment we receive is the payment our clients pay us for the service and advice we provide them. This puts us in a position of trust. By not receiving any commissions our clients enjoy peace-of-mind knowing that any strategies and/or products that we recommend for them are in their best interests. Our clients also enjoy insurance premiums which are up to 30% lower for the life of the policy.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 15
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

D&M Financial Services Pty Ltd

81 Oneil Rd
Beaconsfield, VIC 3807

Opening hours

  • 9:00am – 5:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

D&M Financial Services Pty Ltd

AFSL 491754

4.95
15 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Followed Damien from bank advisor to his own business of Financial services and we are very happy with his performance and professionalism! We were able to retire earlier through Damien's coaching of money management and now living the dream in Yamba NSW! Garry & Janet 2463"

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"A studious enthusiastic person committed to doing the best possible job for his clients. His knowledge of the financial market and it's institutions is outstanding."

  • Managing Debt
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"very imformative and helpfull."

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

"I feel satisfied going forward with your expertise. Tyrone 3806."

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

"I am very pleased with the financial services provided by Damien."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien took us through to Retirement 6 years ago and his help was excellent during this time. Damien has continued to help us and I have no doubt in recommending him to any new client. We have full trust in his ability, his knowledge and recommendations. As a Financial advisor he ticks all the boxes"

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

"I have had dealings with Damien for over 15 years and have always been extremely happy with the advice he has given. His honesty and knowledge is commendable and his integrity is unquestionable, I would have no hesitation in recommending his services to anyone."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien has & continues to be my adviser for nigh on 10 years, has always given very sound advise especially during the global financial meltdown, is always available to answer any of my doubts or worries with face to face meetings at least twice a year. I have complete confidence in his abilities & wish him all continued success."

  • Government Assistance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien is first class at what he does. He has been looking after my finances for over ten years and I am very happy with his care He is also a very nice man, who is always a phone call away if you need his advice."

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

"I find Damien well versed in the needs of managing funds and my portfolio in a complicated and volatile environment. He does not push products which derives benefit for himself or his business. He also is very clear and proactive in timely delivery of his services. I would recommend others to him without question."

  • Government Assistance
  • Superannuation
  • Aged Care
  • Growing Assets
  • 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
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2006

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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