Financial Adviser · SHEPPARTON, VIC

Damien Neville Macfarlane

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000314032

Damien Neville Macfarlane is a financial adviser based in Shepparton, Victoria, with 19 years of experience in the financial services industry. Damien is currently authorised under Asvw Financial Services 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 Diploma of Financial Advising from Securities Institute of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2002
Diploma of Financial Advising
Securities Institute of Australia
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor education

Registration History

Jan 2023 - Present Current
Mar 2017 - Jan 2023 Ceased
MERITUM FINANCIAL GROUP PTY LTD
Sep 2016 - Mar 2017 Ceased
ACN 130 288 578 PTY LTD
Mar 2015 - Apr 2016 Ceased
WEALTHSURE PTY LTD
Sep 2010 - Feb 2015 Ceased
POSITIVE FINANCIAL SOLUTIONS PTY LTD
Apr 2009 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register