Previously an accountant, Damon is passionate about improving his clients' financial positions and making the most of what they've got. He provides advice across all areas of personal finance, including superannuation and SMSFs, planning for retirement, personal risk insurance, tax planning and investment portfolio construction.
Damon is extremely passionate about the difference a good financial planner can make in people's lives. Something people often notice about Damon is his ability to present complex strategies in a way that is clear and easy to understand. He has a keen eye for details. good listening skills and a friendly demeanour.
Expertise
My fees
Get in touch
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 2
- First year providing advice 2018
- Years of experience 7
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
OBT Financial Planning
20 William StGatton, QLD 4343
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Obt Wealth Services Pty Ltd
AFSL 543251