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Damien Daviot

I have been working in the wealth industry as both a face to face and remote financial planner... | Guardian Wealth Partners, LEVEL 26 360 COLLINS STREET, Australia

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Damien Daviot’s Location Guardian Wealth Partners, LEVEL 26 360 COLLINS STREET, Australia

Damien Daviot’s Expertise I have been working in the wealth industry as both a face to face and remote financial planner since completing my Bachelor of Business (Banking & Finance) from Monash University in 2010. Going forward, I would like to be involved in the evolution of the industry and progress within the processes and procedures sector, with a goal to be involved in project management and business development, particularly in the areas of scoped and remote advice. With a specialist background in Retail Superannuation and Insurance, now working as a Retirement Planning Specialist, I have sound knowledge of providing financial advice including both complex and simple strategies and solutions. I am experienced in client management, dealing with challenging situations and maintaining a strong pipeline of new business under strict deadlines. I am confident in the principles of superannuation law, having up to date knowledge of the recent and ongoing changes in legislation. I also have strong practical and theoretical knowledge around personal insurance. Having been involved in remote access planning for regional areas via both phone and video conferencing, I believe this to be a key area of the future and my unique experience can be an asset to developing these processes in other institutions.

Damien Daviot’s Current Industry Guardian Wealth Partners

Damien Daviot’s Prior Industry
Jordan Financial Solutions | Anz | Commonwealth Bank | Guardian Wealth Partners

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Work Experience

Guardian Wealth Partners

Director

Thu Dec 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Commonwealth Bank

Financial Advisor

Tue Apr 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Anz

Financial Advisor

Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Apr 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Jordan Financial Solutions

Financial Planner

Sat May 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)

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Damien Daviot Email Addresses

da****@jf****.com Work Email

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FAQ About Damien Daviot

Damien Daviot is located at
Guardian Wealth Partners, LEVEL 26 360 COLLINS STREET, Australia

Damien Daviot is a
I have been working in the wealth industry as both a face to face and remote financial planner since completing my Bachelor of Business (Banking & Finance) from Monash University in 2010. Going forward, I would like to be involved in the evolution of the industry and progress within the processes and procedures sector, with a goal to be involved in project management and business development, particularly in the areas of scoped and remote advice. With a specialist background in Retail Superannuation and Insurance, now working as a Retirement Planning Specialist, I have sound knowledge of providing financial advice including both complex and simple strategies and solutions. I am experienced in client management, dealing with challenging situations and maintaining a strong pipeline of new business under strict deadlines. I am confident in the principles of superannuation law, having up to date knowledge of the recent and ongoing changes in legislation. I also have strong practical and theoretical knowledge around personal insurance. Having been involved in remote access planning for regional areas via both phone and video conferencing, I believe this to be a key area of the future and my unique experience can be an asset to developing these processes in other institutions. Guardian Wealth Partners

Damien Daviot currently works in the
Guardian Wealth Partners

Damien Daviot specializes in
I have been working in the wealth industry as both a face to face and remote financial planner since completing my Bachelor of Business (Banking & Finance) from Monash University in 2010. Going forward, I would like to be involved in the evolution of the industry and progress within the processes and procedures sector, with a goal to be involved in project management and business development, particularly in the areas of scoped and remote advice. With a specialist background in Retail Superannuation and Insurance, now working as a Retirement Planning Specialist, I have sound knowledge of providing financial advice including both complex and simple strategies and solutions. I am experienced in client management, dealing with challenging situations and maintaining a strong pipeline of new business under strict deadlines. I am confident in the principles of superannuation law, having up to date knowledge of the recent and ongoing changes in legislation. I also have strong practical and theoretical knowledge around personal insurance. Having been involved in remote access planning for regional areas via both phone and video conferencing, I believe this to be a key area of the future and my unique experience can be an asset to developing these processes in other institutions.