Financial Adviser · ST LEONARDS, NSW

Damian Joseph Masi

ST LEONARDS, NSW
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001259499
Currently at
St Leonards, NSW (firm address)

Damian Joseph Masi is a financial adviser based in St Leonards, New South Wales, with 9 years of experience in the financial services industry since 2017. Damian is currently authorised under Zone Advisory, operating through Zone Financial. Damian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Damian's qualifications include a Master of Financial Planning from Kaplan.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2017
Bachelor of Commerce (Finance and Financial Planning)
University of Wollongong
2023
Master of Financial Planning
Kaplan

Registration History

Oct 2023 - Present Current
Nov 2017 - Oct 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register