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Damian Toms

Ethinvest Pty Ltd

Bronze
20 Yrs Experience
Kingston, ACT 2604

With two decades of experience in financial planning and investment management, I work closely with individuals, families and organisations to develop tailored strategies that reflect their financial goals and personal values. Based in Ethinvest’s Canberra office, I bring a strong technical foundation and a collaborative approach to every client relationship.

My background spans private banking, not-for-profit, commercial and retail sectors, giving me a broad perspective and deep insight into the diverse needs of clients. I believe that good advice starts with listening, understanding what matters most to you, and building a plan that supports your long-term aspirations.

Outside of work, I enjoy life in Canberra with my wife and two daughters. I’m a keen cyclist, advocate for sustainable transport, and part time surfer.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

For our formal advice services, we charge a Statement of Advice fee starting from $3,300 and for ongoing portfolio management we charge a percentage based fee starting at 0.66%.

At a glance

  • Adviser status Bronze
  • First year providing advice 2005
  • Years of experience 20
  • Highest qualification
    • Bachelor of Commerce (Finance and Management)
  • Language spoken
    • English

Ethinvest Pty Ltd

Suite 102, Unit 1-4, 15 Tench St
Kingston, ACT 2604

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Ethinvest Pty Ltd

AFSL 223718