"I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments."
Damon commenced his career in the financial services sector in 1998. His area of expertise is in stockbroking and derivatives, having gained 10 years experience in trading exchange traded options on the Morgans options desk in the Brisbane head office. Damon is a shareholder of Forefront Financial Services.
Services and specialities
- Options
- Warrants
- Retirement and Estate Planning
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Damon's investment focus combines maintaining blue-chip share portfolios with an overlay of exchange traded options designed to enhance clients' income while preserving capital value. This strategy is available through both direct equity portfolios and within self managed superannuation funds and is tailored to meet the individual client's needs and risk profile.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Griffith University, 1997
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton, Springfield-Ipswich and Townsville. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.