Damien Crommie

Walbrook Wealth Management

Gold
15 Yrs Experience
Melbourne, VIC 3000
Before founding Walbrook Wealth Management in 2019, Damien was an Executive Director in the London office of Swiss wealth manager Julius Baer.  He joined Julius Baer in 2015 from Deutsche Asset & Wealth Management.  During his career, Damien has provided investment advice and wealth management services to high net worth and ultra-high net worth individuals in Australia, the UK, Europe, the Middle East and Asia. He began working with private clients and their families in  2002 when he joined Grant Thornton Investment Management in Melbourne. Damien is a fellow of the Chartered Institute of Securities & Investment.  As well as holding financial planning and investment qualifications in the UK and Australia, Damien is a Chartered Accountant and Registered Tax (Financial) Adviser. In 2013 the Private Asset Manager (PAM) guide named Damien in the Top 40 under 40 professionals in the UK and UK Offshore markets. About Walbrook Wealth Management Walbrook Wealth Management is an independent provider of financial advice and wealth management services to private clients and their families. We are not tied to a specific bank or product provider, allowing us the flexibility to advise you holistically and recommend solutions from a broad range of leading institutions. We believe that this independent approach is the right way to help you plan for financial security and navigate change, over the long term.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 8
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Chartered Accountant (CA)
  • Language spoken
    • English

Walbrook Wealth Management

Level 16, 414 La Trobe St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Walbrook Wealth Management

AFSL 512465

4.80
8 Reviews
5
4
3
2
1
4.85
Clear communication
4.55
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

Sort by

4.75

"Damien was able to give advice to my wife and I about the next stage of our life on how to handle our superannuation, investment properties and retirement. He communicated to us in a clear concise way that we were able to understand which gave us more confidence about the ideas he was suggesting. Damien spoke to us about our future needs and clearly advised us on the best path forward. The written advice he gave us also explained why he gave the advice he did. He was always clear and transparent about all the advice he gave."

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

"Damien helped me to create a goal orientated financial plan. Damien clearly spent a significant amount of time preparing advice that best fit these goals and was able to explain the details in plain terms to a relative financial novice. Through Damien's advice my knowledge of investing increased dramatically, enabling further growth and understanding going for forward. Damien's extensive background in the financial industry gave me confidence in all the advice that he provided."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Damien has helped my wife and I to structure our Superannuation for the future to allow for transition to retirement. I am pleased that we are going down a safe path."

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

"Damien helped me with my super and my retirement. He was able to explain and give me great options for my super in retirement. I would highly recommend Damien."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I had several meetings with Damien to sort out my finances and to help set up my income stream from my Super. Damien spent some time understanding my needs and wants as well as my risk appetite. Once Damien had the information he then put in place a financial plan that suited my needs. Within a couple of weeks my income stream was in place and my finances were in order... Damien did all the interactions with all the financial institutions and took all the stress out of the process. Damien has great attention to detail and follows up to keep you informed. I now have a financial plan that works for me ... thanks Damien !!"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I was very comfortable with the operating model of Damien's company, which involves a fee for service rather than him being paid commission on the investment products he recommends. Damien has excellent communication skills and handled all tasks in a very professional manner."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien managed my savings for a number of years while he was living in the UK and I enjoyed our relationship. He is very trustworthy, straight-forward and always available when needed. He is a great professional and if he had stayed in the UK I would have continued to use his services."

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

"Damien was our main point of contact at a Swiss private bank and was partly influential in us deciding to collapse relationships we had with three other Private wealth mangers to consolidate our assets into one place under one manager. Both before , during and post transition Damien was the key face off and advisor, ensuring that the transfer process was smooth, timely and tax efficient. Post the transfer he managed the relationship and acted as a very knowledgable coordinator of the Swiss Banks various specialities including investment advisory, tax and financial planning, rewriting of wills and setting up of our Power of attorneys. .All in all an amazing job."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2004

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2010

Certificate in Private Client Investment Advice and Management

Level
0 - Training / Exam / Other
Institution
Chartered Institute for Securities & Investment (CISI)
Completed
2012

Certificate in Financial Advice

Level
0 - Training / Exam / Other
Institution
IFS School of Finance
Completed
2010

Chartered Accountant (CA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ)
Completed
2006

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Chartered Accountant

Chartered Institute for Securities and Investment (CISI) (UK)

Membership type
Member

Institute of Chartered Accountants in England and Wales (ICAEW)

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

Give your opinion

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

Provide a score between 1 and 5 stars

How often was Damien 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 Damien'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 Damien to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Damien?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Damien 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 Damien 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 Damien Crommie
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