Financial Adviser
· ST LEONARDS, NSW
Damian Joseph Masi
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259499
Damian Joseph Masi is a financial adviser based in St Leonards, New South Wales, with 9 years of experience in the financial services industry. Damian is currently authorised under Zone Advisory Pty Ltd. Damian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce (Finance and Financial Planning)
University of Wollongong
2023
Master of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register