Financial Adviser · HEALESVILLE, VIC

Damien Phua

HEALESVILLE, VIC

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001255564

Currently at

L.t. King

Healesville, VIC (firm address)

View firm profile

Damien Phua is a financial adviser based in Healesville, Victoria, with 9 years of experience in the financial services industry since 2017. Damien is currently authorised under Secure Advice, operating through L.t. King. Damien holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Damien's qualifications include a Graduate Diploma of Financial Planning from Kaplan Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Authorised to provide tax financial advice services

Qualifications and Training

2016

Diploma of Financial Planning

Kaplan

2018

Advanced Diploma of Financial Planning

Kaplan

2018

Teir 1

Personal Advice - - Kaplan

2022

Graduate Diploma of Financial Planning

Kaplan Education Pty Ltd

Registration History

Secure Advice Pty Ltd

Jan 2022 - Present Current

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Sentry Advice Pty Ltd

Jul 2018 - Jan 2022 Ceased

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

SENTRY FINANCIAL PLANNING PTY LTD

Jun 2017 - Jun 2018 Ceased

Superannuation Authorisation excludes personal advice on Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register