DAMIAN REECE GRIMES
Financial Adviser · Wahroonga, NSW
📚 Qualifications & Training
2009 - Certificate - ASIC General Insurance Compliance - - Australian New Zealand Institute of Insurance Finance
2009 - Certificate - Australian Mortgage Broking - - Kaplan Professional
2009 - MFAA Initial Compliance Pack - - Mortgage & Finance Association of Australia
2011 - Self Managed Superannuation Funds - - Kaplan
2016 - Advanced Diploma of Financial Planning - - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.