"I provide holistic financial advice based on informed research and sound investment principles. I devise long term strategies in order to grow and protect my clients wealth so they can achieve their financial objectives and enjoy the lifestyle they desire."
Damien joined Morgans in October 2016, having previously spent two years at a boutique financial planning firm. With access to Australia’s largest national Wealth Management network combined with Damien’s strong work ethic, disciplined approach, and his passion for financial markets, he will guide you to achieve your financial objectives.
Services and specialities
- Stockbroking
- Financial Planning
- Portfolio Administration
- Self-Managed Super Funds
- Superannuation Advice
Investment Style
Damien offers his clients carefully researched and personalised financial advice across all areas of Wealth Management including Stockbroking, Financial Planning and Self Managed Superannuation advice.
Damien has a methodical approach and maintains focus on tactical and strategic asset allocation across all his clients’ portfolios. Damien is proud to provide a holistic service offering and seeks to establish long term relationships with his clients through regular contact and ongoing reviews.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Deakin University, 2016
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary.