Financial Adviser · MELBOURNE, VIC

Damon Green

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004135

Damon Green is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry since 2008. Damon is currently authorised under Alliance Wealth, operating through Sonder Advisory Group. Damon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Damon's qualifications include a Bachelor of Business from La Trobe University. Damon is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2008
Bachelor of Business
La Trobe University
2008
Bachelor of Health Sciences
La Trobe University
2008
Securities & Derivatives Course
MLC ThreeSixty (RTO)
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education
2025
SMSF Regulation and Taxation Course (FPE020)
Kaplan Higher Education

Registration History

Mar 2025 - Present Current
Dec 2024 - Feb 2025 Ceased
Dec 2019 - Dec 2024 Ceased
Apr 2010 - Nov 2019 Ceased
GWM ADVISER SERVICES PTY LTD
Apr 2008 - Mar 2010 Ceased

Source: ASIC Financial Advisers Register