DAMON GREEN — Financial Adviser #001004135

Registration Number

001004135

Registration Status

Registered

Location

Fortitude Valley, QLD 4006

Providing Advice Since

2008

Registration Date

09/12/2024

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2008 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University

2008 - Bachelor of Health Sciences - Bachelor Degree (AQF 7) - La Trobe University

2008 - Securities & Derivatives Course - Other - MLC ThreeSixty (RTO)

2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education

2025 - SMSF Regulation and Taxation Course (FPE020) - Other - Kaplan Higher Education

🏢 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.