Damien Arthur Balgera
Financial Adviser in Stirling, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002948
- Location
- Stirling WA 6021
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 22 November 2019
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Tax for Financial Advising (Short Answer Exam), Kaplan Professional (2017); Advanced Diploma of Financial Planning, Kaplan Professional (2019); Self Managed Superannuation Fund Adviser (Personal Advice) Course, Mentor Education (2020); Graduate Diploma of Financial Planning, Griffith University (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Damien Arthur Balgera
On the Financial Advisers Register kept by ASIC, Damien Arthur Balgera appears as a current financial adviser in Stirling, Western Australia, adviser number 001002948.
Damien provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. The current authorisation started on 22 November 2019.
According to the register, Damien first provided financial advice in 2007. The qualifications listed for Damien include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007), Tax for Financial Advising (Short Answer Exam) (Kaplan Professional, 2017) and Advanced Diploma of Financial Planning (Kaplan Professional, 2019). Damien 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Damien Arthur Balgera a registered financial adviser?
Yes. Damien Arthur Balgera is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002948.
Which licensee does Damien Arthur Balgera work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Damien Arthur Balgera 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.