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Damon Tune
BCom
Private Client Adviser / Branch Manager of Milton, Springfield-Ipswich and Townsville
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.
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.
Services and Specialties
Options
Superannuation Advice
Warrants
Stockbroking
Retirement and Estate Planning
Wealth Management
Qualifications and Professional Affiliations
Bachelor of Commerce
Ethics and Professional Relationships
Associations
No items found.
Competencies
Derivatives Level 1
Superannuation
Derivatives Level 2
Financial Planning
Generic
Securities
Margin Lending
Managed Investments
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me 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.
