Damian Christou

Barwon Financial Planning Pty Ltd

Platinum
16 Yrs Experience
Geelong, VIC 3220

Recent reviews

Barwon Financial Planning Pty Ltd

Level 2, 191 Malop St
Geelong, VIC 3220

Opening hours

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

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
9 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—9 of 9

Sort by

5.00

"Damian has given me advice in self managed super funds, investing and growing my wealth. Damian explained things to me in a clear way and concise manner as well as presenting a plan that i can refer back to. Through Damian's knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damian has assisted in providing quality debt advice as well as helping in other general advice areas throughout our relationship. I'd recommend Damian and his staff to anyone consider high quality tailored financial advice. J"

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

"We really appreciated the support and guidance provided by Damian. His assistance has provided us a well needed springboard to accelerate our wealth building strategies."

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

"Damian has given advice to myself and my partner on what our superannuation would need in retirement. We explained to Damian what we hoped to accomplish in our working life including having enough money to go on holidays and renovate our home before we retire and he helped us to organize our finance to meet these future plans. Damian also organised income protection so if the unexpected happens we are covered. Damian listened to our thoughts and dreams and we felt comfortable talking with him."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Both my husband and I have very much appreciated and enjoyed Damian's realistic approach to giving financial advice. He understands the financial obligations on a medium size family. He has provided good strategies to meet our current obligations whilst encouraging growth in current and possible future investments. We feel comfortable that our family will be well taken care of should the need arise and that we will be in a good position when we look at retiring. He is personable and very approachable."

  • Managing Debt
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Damian has given me advice in areas including loan products, self managed super funds and managing debt. Damian was usually able to explain things to me in a clear way. Through Damian's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Damian's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damian has always provided sound advice for my family in the areas of insurance, investment, personal superannuation and business decisions. I am confident in the advice provided and would happily recommend Damian to any family and friends."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damian has given me advice on maximising the growth of my super fund, covering areas such as investments, maximising contributions within the fund and pension strategies. Damian explains things very clearly and outlines options available for future planning strategies. I am extremely confident in the advice Damian has given me with his knowledge and experience and this has been right for my needs. Damian takes special care to answer any queries I may have and has review meetings with me on a regular basis."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damian has given me advice in areas including Investments, Superannuation and Budgeting. Damian was able to explain things to me in a clear way. Through Damian's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Damian's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

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

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

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

ASX Accredited Listed Product Adviser (ALPA)

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

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2005

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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