Financial Adviser
· STIRLING, WA
Damien Arthur Balgera
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002948
Damien Arthur Balgera is a financial adviser based in Stirling, Western Australia, with 19 years of experience in the financial services industry. Damien is currently authorised under Matrix Planning Solutions Limited. 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 of Financial Planning from Griffith University. Damien is a member of Financial Advice Association of Australia (FAAA).
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
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Tax for Financial Advising (Short Answer Exam)
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Self Managed Superannuation Fund Adviser (Personal Advice) Course
Mentor Education
2024
Graduate Diploma of Financial Planning
Griffith University
Registration History
Not authorised to provide personal advice on Securities; Standard Margin Lending.
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register