Damien Sharpe

On Point Wealth Solutions Pty Limited

Gold
14 Yrs Experience
Tallebudgera, QLD 4228

Recent reviews

On Point Wealth Solutions Pty Limited

18 Northbow Ct
Tallebudgera, QLD 4228

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Business Administration (Finance)
  • Language spoken
    • English

Licensed by

On Point Wealth Solutions Pty Limited

AFSL 514279

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

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5.00

"Damian always explained things in easy to understand terms and nothing was too much trouble for him."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I recently engaged Damien after a very poor experience with a financial advisor who left me very skeptical about the value and integrity of a financial advisor. Within the first meeting Damien had put me at ease through demonstrating a pragmatic, transparent and evidence based methodology based on other clients experiences...not based on maximizing his commissions. Damien's approach is truly client centric. He puts you at ease and gently guides the conversations to ensure that he fully understands your current situation, what your financial goals are and your risk appetite. His advice not only reflected his understanding of my situation and preferences, but he was able to justify the recommendations based on other clients with similar requirements and the outcomes they received. Furthermore Damien's knowledge of the financial services and products industry is exemplary, allowing him to not only choose the appropriate services for my needs, but also to explain why it is the best option in simple lay terms. This provided me with confidence his advice was impartial and appropriate for my situation. I have just signed up with Damien to execute on a large set of recommendations to transform my financial and investment portfolio, and have signed up for an ongoing service to manage my portfolio. Not only is he great at his job, he's a guy that you'd like to have a beer with. Looking forward to working with Damien."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien has given us advice regarding a number of investments, tax strategies, self managed super funds and how to pay off our debt faster. He is easy to understand, really listens to what your goals are and I have 100% confidence that he will deliver on our goals. He is always available to talk and follows up consistently. Highly Recommend!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien is my absolute 'go to'. If I have questions about anything from daily spending and superannuation through to complex managed funds then I will contact him. He explains things to me in layman's terms and I am blown away by his depth of knowledge on a range of financial situations. I feel that our plan is tailor made for our individual needs. I also feel reassured that he is overseeing it and making adjustments as needed. Damien has been the best thing for us financially. Without him and his constant reassurance, we would not be in the prime financial situation that we are. He has also assisted our children with developing financial plans for the future. I always get Damien's full care and attention."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien was exception with the detailed investigation and then explanation of the recommendations following on from the investigation. Damien provided practical advice that will massively improve our financial position in a short period of time while providing improved insurance coverage. I thoroughly recommend Damien to help anyone who want to maximise their financial position"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien's desire to see his customers achieve financial stability, have the appropriate risk cover and set them up financially for years to come is second to none. Damien delivers his excellent advice in an honest, easily understandable fashion and is extremely patient whilst making sure you have fully understood the advice. We are so pleased that a friend recommended Damien to us and would be more than happy to recommend his services to anyone else."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It has been difficult for me to personally accept and be honest with myself that I have not been great at managing my money, I myself got to a point in my early 40’s knowing that I really should have accomplished more than what I have. A chance meeting with Damien has been the best thing that has ever happened to me from taking action and making a start on plan that is delivering on my goals and having a realistic direction on achieving my longer-term plans. Damien’s approach is highly personable and very accommodating…..he just gets it and understands me. Damien is great with all the technical financial stuff / things but what I value most is his support – he has made me.....'helped me' grow up….and I will be forever grateful"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damien and the On Point Wealth Solutions team have helped us make sense and brought about true clarity of our financial situation both personally and in our business. Damien has identified genuine ways to improve our situation and allowed us to focus on what's important in achieving our goals. It is great to have someone we trust to talk to when we are making important financial decisions and is always there when we need him"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • 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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2012

Master of Business Administration (Finance)

Level
9 - Masters Degree
Institution
Australian Institute of Business (AIB)
Completed
2018

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
TAFE Higher Education QLD
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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