"To optimise the quality of life of my clients by providing them with clear and considered investment advice based on informed analysis, and prudent judgement."
Damian has been creating and preserving wealth through effective financial management with Morgans since 2006. Prior to this, Damian developed his strong client-focused attitude early in his career through his previous roles with Goldman Sachs, JBWere and Westpac Banking Corporation.
Services and specialities
- Stockbroking
- Wealth Management
- Retirement and Estate Planning
- Self-Managed Super Funds
- Fixed Interest and Cash Management
- Portfolio Administration
Investment Style
Damian believes in providing financial freedom for his clients through honest unbiased advice. Through the delivery of a personalised strategy, clients can achieve short-term needs and future goals, ensuring both peace of mind and confidence that they are on the best financial path.
Industry Education & Experience
Qualifications
- Bachelor of Finance, La Trobe University, 2003
- Graduate Diploma of Applied Finance & Investment, Kaplan, 2006
- Graduate Diploma of Financial Planning, Kaplan, 2007
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a partner of Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary. As a Partner of Antaeus Investment Trading Pty Ltd, I will be entitled to a share of profits.