Damian joined Morgans Brighton in early 2006, following a previous
position with Goldman Sachs, JBWere’s Private Client arm. Prior to this
role, Damian developed his strong client focused attitude through his
career with Westpac Banking Corporation, gaining invaluable banking
and finance experience.
Damian holds both a Graduate Diploma of Applied Finance & Investment
as well as a Graduate Diploma of Financial Planning through FINSIA –
Financial Services Institute of Australia. In addition to his postgraduate
qualifications, Damian holds a Bachelor of Finance from Latrobe
University, Melbourne, and is an Associate Member of the Financial
Planning Association of Australia Limited.
Damian is employed by Antaeus Investment Management Pty Ltd, which
is the entity that manages the office of Morgans Financial Limited in Brighton.
Damian is remunerated by way of commission.
Damian believes in providing quality guidance and delivering a
personalised plan to clients, with a strong focus on providing strategic
advice as opposed to recommending generic investment products.
In offering a disciplined approach to the preparation and ongoing
management of client’s financial plans.
Damian's collaborative investment style provides the choice of both
managed and direct investments across a variety of asset classes.
In addition to structuring client's investments to align with their short
term needs and future goals, Damian also offers ongoing financial
management through regular personalised reviews and rebalancing
Qualifications and Professional Affiliations
- Bachelor of Finance (La Trobe University), 2003
- Post Graduate Diploma of Applied Finance & Investment, Securities Institute of Australasia, Melbourne, 2006
- Post Graduate Diploma of Financial Planning, Securities Institute of Australasia, Melbourne, 2007
- Member of the Stockbrokers Association of Australia
ASIC Approved Competencies
- Managed Investments
- Life Insurance
- Financial Planning
- Margin Lending
- Derivatives Level 1
- Derivatives Level 2