Financial Adviser
· BENDIGO, VIC
Damien Grist
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000274380
Damien Grist is a financial adviser based in Bendigo, Victoria, with 26 years of experience in the financial services industry. Damien is currently authorised under Dkg Group Investments 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 Bachelor of Business from LaTrobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Not authorised in Derivatives, Structured investments or Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Business
LaTrobe University
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2015
Estate Planning
AET
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not authorised in Derivatives, Structured investments or Margin Lending
MAGNITUDE GROUP PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register