Damien Macfarlane
Financial Adviser
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About
Damien Macfarlane is an ASIC-registered financial adviser based in Shepparton, VIC, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Damien holds a Diploma of Financial Advising from the Securities Institute of Australia (2002), an Accredited Listed Product Adviser Program certification from Kaplan Professional (2018), and a Self Managed Superannuation Fund Adviser (Personal Advice) certification from Mentor Education (2018). Damien is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring clients have access to a diverse portfolio of investment opportunities. Key services provided include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require advice on insurance and superannuation, Damien can provide the expert guidance you need. Contact Damien today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Damien Macfarlane offer?
Damien Macfarlane provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He can assist with all aspects of financial planning.
What are Damien Macfarlane's qualifications?
Damien holds a Diploma of Financial Advising from the Securities Institute of Australia, is certified through the Accredited Listed Product Adviser Program by Kaplan Professional, and possesses a Self Managed Superannuation Fund Adviser (Personal Advice) certification from Mentor Education.
What can I expect during my first consultation with Damien?
During your first consultation, Damien will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can assist you and outline the advice process.
How does Damien tailor his advice to individual client needs?
Damien believes in a personalised approach. He takes the time to understand each client's unique circumstances and financial goals before developing a tailored strategy. He then explains the strategy in clear and simple terms.
Can Damien help me with my superannuation?
Yes, Damien specialises in superannuation advice, including Retirement Savings Accounts, and can help you make informed decisions about your superannuation to ensure a comfortable retirement.
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