Financial Adviser · NORTH SYDNEY, NSW

Damian Reece Grimes

NORTH SYDNEY, NSW
39 Years experience
Tax advice
authorised
ASIC Registered · ADV 000334468
Currently at
Warriewood, NSW (firm address)

About Damian Reece Grimes

Damian Reece Grimes is a financial adviser based in North Sydney, New South Wales, with 39 years of experience in the financial services industry since 1987. Damian is currently authorised under Montgomery Co, operating through Matters Wealth Management. 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 Advanced Diploma of Financial Planning from Kaplan Higher Education. Damian 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

2009
Certificate
- Australian New Zealand Institute of Insurance Finance
2009
Certificate
- Kaplan Professional
2009
MFAA Initial Compliance Pack
Mortgage & Finance Association of Australia
2011
Self Managed Super Fund
Kaplan Higher Education
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education
2022
Ethics & Professionalism in Financial Advice
Kaplan Higher Education
2023
Superannuation and Retirement Advice
Kaplan Higher Education

Registration History

May 2026 - Present Current
Jul 2024 - Apr 2026 Ceased
Aug 2020 - Jun 2024 Ceased
Sep 2018 - Aug 2020 Ceased
Jun 2018 - Sep 2018 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Dec 2016 - Jun 2018 Ceased
GWM ADVISER SERVICES PTY LTD
Jul 2012 - Dec 2016 Ceased
ADVISER NETWORK PTY LTD
Jul 2011 - Jul 2012 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Jan 2011 - Jul 2011 Ceased
AON HEWITT FINANCIAL ADVICE LIMITED
Sep 2008 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register