Financial Planner Profile
Damon Green FPA®
Senior Financial Planner-Australian Unity
A Senior Financial Planner with more than 12 years of experience, I have a strong commitment to the advice profession and am passionate about helping my clients grow & protect their wealth.
Throughout my career I have worked in urban, suburban, and regional areas, advising a wide range of retail clients across segments including emerging affluent, established affluent (high-net-worth), pre-retirees and retirees.
Qualifications:
- Bachelor’s Degree Finance & Financial Planning
- Member of the FPA
“In acting as the core adviser my job is NOT to tell my clients what to do but rather listen to what they want for their future and then work TOGETHER to create a plan to help them get there.”
- Documents:
- Financial Services Guide Part 1
- Financial Services Guide Part 2
Financial Planning Services:
- Personal Superannuation advice
- Self Managed Super Funds
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Inheritance
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown