Damien Roberts
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 Roberts is an ASIC-registered financial adviser based in Kalamunda, WA, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Damien holds a Master of Taxation in Taxation and Financial Planning from the University of New South Wales and a Graduate Certificate in Finance from the University of Western Australia, complementing his FNS60404 and Self Managed Superannuation Funds qualifications from Kaplan Professional Education. He is also an Accredited Aged Care Professional, demonstrating his commitment to providing specialized advice in this area. As a member of the Financial Advice Association of Australia (FAAA), Damien adheres to the highest professional standards. Damien is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management. He specializes in retirement planning and can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require assistance with aged care financial planning, Damien is here to help. Contact Damien today to schedule a consultation and take the first step towards a secure 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 Roberts provide?
Damien Roberts specializes in superannuation advice, insurance solutions, wealth management strategies, retirement planning guidance, and investment advice. He can help you with various financial needs, from retirement planning to wealth accumulation.
What qualifications does Damien Roberts have?
Damien holds a Master of Taxation in Taxation and Financial Planning from the University of New South Wales, a Graduate Certificate in Finance from the University of Western Australia, FNS60404, a Self Managed Superannuation Funds qualification from Kaplan Professional Education, and is an Accredited Aged Care Professional.
What is the process for becoming a client of Damien Roberts?
The first step is to schedule an initial consultation. During this meeting, Damien will discuss your financial goals, assess your current situation, and explain how he can help you achieve your objectives. From there, he will develop a personalized financial plan tailored to your specific needs.
How can Damien Roberts help with retirement planning?
Damien can provide comprehensive retirement planning services, including strategies for maximizing your superannuation, creating income streams, and managing your investments to ensure a comfortable retirement.
What professional organizations does Damien Roberts belong to?
Damien is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards in the financial advice industry.
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.