Financial Adviser · BALLARAT, VIC

Damien Edward Butler

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001249971

Damien Edward Butler is a financial adviser based in Ballarat, Victoria, with 10 years of experience in the financial services industry. Damien is currently authorised under Capstone Financial Planning Pty Ltd. Damien 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 Graduate Diploma in Accounting from Monash University. Damien is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

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

1995
Business Law FIN6020
Monash University
1997
Graduate Diploma in Accounting
Monash University
1997
TX2197 Taxation
Other - Institute of Chartered Accountants
1997
Tax Law & Practice
Monash University
1999
Chartered Accountants Program
Institute of Chartered Accountants
2013
CA SMSF Specialist
Institute of Chartered Accountants
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Tier 1 Margin Lending General Advice
Kaplan Professional
2024
Client Engagement Skills
Behavioural Finance - Kaplan Professional

Registration History

Apr 2021 - Present Current
Dec 2018 - Apr 2021 Ceased
Jun 2018 - Dec 2018 Ceased
Limited to Self Managed Funds
BUTLER PRIVATE PTY LTD
Nov 2016 - Oct 2018 Ceased

Source: ASIC Financial Advisers Register