Damien Griffiths
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Damien Griffiths is an ASIC-registered financial adviser based in Balwyn North, Victoria, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With an Advanced Diploma in Financial Services (Financial Planning) from Tribeca (2006) and certification as a Certified Financial Planner (CFP) from the Financial Planning Association of Australia (FPA) in 2011, Damien possesses a wealth of knowledge and experience in the financial services industry. He has further enhanced his expertise with specialized training in Margin Lending and Geared Investments (Kaplan Professional, 2011), SMSF Accreditation (Terra Cordis, 2013), and the Accredited Listed Product Adviser Program (Kaplan Professional, 2014). As a member of the Financial Advice Association of Australia (FAAA), Damien adheres to the highest ethical and professional standards. Damien is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also offers guidance on investment life insurance, life risk insurance, and securities, ensuring clients have access to a holistic suite of financial solutions. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Damien can help you navigate the complexities of the financial landscape. Contact Damien today to schedule a consultation and take the first step towards securing your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Damien Griffiths offer?
Damien Griffiths provides advice on superannuation, retirement planning, wealth management, insurance (including investment life and life risk), and investments in securities. He offers comprehensive solutions tailored to your individual needs.
What qualifications does Damien Griffiths hold?
Damien Griffiths holds an Advanced Diploma in Financial Services (Financial Planning), is a Certified Financial Planner (CFP), and has completed specialized training in margin lending, SMSFs, and listed products.
What is the process for becoming a client of Damien Griffiths?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Damien will then develop a personalized financial plan tailored to your specific needs. Regular reviews are conducted to ensure the plan remains aligned with your evolving circumstances.
How can Damien Griffiths help me plan for retirement?
Damien Griffiths can help you assess your current financial situation, estimate your retirement income needs, and develop a strategy to maximize your superannuation and other investments to achieve a comfortable retirement.
What should I expect during my first meeting with Damien Griffiths?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Damien will explain his services and how he can help you achieve your objectives. It's a great opportunity to ask questions and determine if he is the right financial advisor for you.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.