Damien possesses a comprehensive background in the financial services sector since 1999, with a specific focus on financial planning since 2001. His professional journey includes roles in three major banks and two boutique financial advisory firms in Melbourne. Motivated by a commitment to ethical standards, Damien founded D&M Financial Services in 2014 to provide genuinely independent and conflict-free financial advice. Taking a significant stride in 2017, Damien obtained his Australian Financial Services Licence (AFSL).
D&M Financial Services distinguishes itself as one of the rare truly independent financial advisory firms in Australia, embodying Damien's dedication to ensuring clients receive advice aligned solely with their best interests. Damien upholds the Certified Financial Planner® (CFP®) designation from the Financial Planning Association of Australia (FPA), the highest accreditation for financial planners. This designation entails rigorous annual educational requirements, with only 30% of licensed financial planners in Australia holding CFP® certification.
Acknowledged by the Self Managed Super Fund Association of Australia (SMSF Association) as a SMSF Specialist Adviser™ (SSA™), Damien further solidifies his expertise in self-managed superannuation funds. This SPAA accreditation remains the foremost and widely recognized specialization in Australia. Additionally, Damien holds a Diploma of Finance and Mortgage Broking Management and is an esteemed member of the Finance Brokers Association of Australia (FBAA).
Demonstrating a commitment to client protection, Damien is an active member of the Australian Financial Complaints Authority (AFCA), offering free, independent, and impartial dispute resolution services. This multifaceted professional profile underscores Damien's unwavering dedication to providing high-quality, trustworthy financial advice.
Apr 2014 - Present
Aug 2015 - Present
Apr 2014 - Present
Nov 2012 - Apr 2014
Feb 2004 - Nov 2012
