Damian McVilly
Financial Adviser in Colac, Victoria, Australia
Review Damian McVilly
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001000957
- Location
- Colac VIC 3250
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 23 November 2015
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Deakin University, FPA (2002); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2010); Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) (2010); Margin Lending and Geared Investments, Kaplan Professional (2010); SMSF Core Course, DBA Network Pty Ltd (2017)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Damian McVilly
On the Financial Advisers Register kept by ASIC, Damian McVilly appears as a current financial adviser in Colac, Victoria, adviser number 001000957.
Damian provides advice as an authorised representative of Findex Advice Services Pty Ltd, which holds Australian financial services licence 243253. That authorisation dates from 23 November 2015.
The register records 2001 as the year Damian first provided financial advice. The qualifications listed for Damian include Diploma of Financial Planning (Deakin University, FPA, 2002), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2010) and Certified Financial Planner (CFP®) (Financial Planning Association of Australia (FPA), 2010). Damian is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Damian McVilly here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Damian McVilly a registered financial adviser?
Yes. Damian McVilly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000957.
Which licensee does Damian McVilly work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Damian McVilly give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.