Damien Phua
Financial Adviser in Healesville, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001255564
- Location
- Healesville VIC 3777
- Licensee
- Secure Advice Pty Ltd (AFSL 532976)
- Authorised since
- 11 January 2022
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning, Kaplan (2016); Advanced Diploma of Financial Planning, Kaplan (2018); Teir 1, Kaplan (2018); Graduate Diploma of Financial Planning, Kaplan Education Pty Ltd (2022)
- 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
- Restriction
- Superannuation Authorisation excludes Self Managed Superannuation Funds advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Damien Phua
Damien Phua is a financial adviser in Healesville, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001255564.
Advice is given under the Australian financial services licence of Secure Advice Pty Ltd, licence number 532976. That authorisation dates from 11 January 2022.
According to the register, Damien first provided financial advice in 2017. Qualifications and training on file include Diploma of Financial Planning (Kaplan, 2016), Advanced Diploma of Financial Planning (Kaplan, 2018) and Teir 1 (Kaplan, 2018).
Damien is authorised to advise 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.
The register adds a condition to this authorisation: “Superannuation Authorisation excludes Self Managed Superannuation Funds advice.”
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Questions people ask
Is Damien Phua a registered financial adviser?
Yes. Damien Phua is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255564.
Which licensee does Damien Phua work under?
Secure Advice Pty Ltd, Australian financial services licence 532976.
What can Damien Phua 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. It also records this restriction: "Superannuation Authorisation excludes Self Managed Superannuation Funds advice."