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Damien Leong

Senior Financial Advisor at Westwood Group Australia
Intro Book
Financial advisor with 15+ years of experience in strategic financial planning and wealth management.
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Location
Greater Brisbane Area, AU
Skills
  • Strategic Financial Planning
  • Mandarin
  • Asset Managment
  • Life Insurance
  • Stock Market
  • Show all
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Bio

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Damien Leong is a seasoned financial advisor with extensive experience in strategic financial planning, asset management, and wealth protection. He holds various professional certifications, including CFP and FASEA Exam, and has worked with numerous clients across the Greater Brisbane Area. With expertise in Mandarin and a strong understanding of the stock market, derivatives, and alternative investments, Damien provides holistic financial planning services to individuals, families, and SMSFs. His experience spans over 15 years, with senior roles at Westwood Group Australia, Dunross Financial Planning, Aon Hewitt Financial Advice, and Q Wealth Management.

Experience

  • Westwood Group Australia
    • Brisbane, Queensland, Australia
    • Senior Financial Advisor
      • Aug 2022 - Present
      • Brisbane, Queensland, Australia

      Strategic financial advice and portfolio management. Specialising in advising pre & post retirees and associated entities (SMSFs, families, trusts and companies) to achieve long term objectives and the efficient transition of wealth to the next generation.

  • Dunross Financial Planning
    • Brisbane, Australia
    • Senior Financial Planner
      • Mar 2013 - Aug 2022
      • Brisbane, Australia

      Bespoke wealth management services provided to individuals and their families. Services include actively managed SMSF portfolios with tailored investment strategies, direct equities & ETFs (domestic & international), retirement income advice, comprehensive estate planning advice, intergenerational wealth transfer planning and life insurance plans.

  • Aon Hewitt Financial Advice
    • Brisbane, Australia
    • Financial Adviser
      • Oct 2011 - Mar 2013
      • Brisbane, Australia

      Provided holistic financial planning to individuals and advised companies on corporate superannuation plans and business risk (keyperson, buy/sell agreements, business expenses).

  • Dunross Financial Planning
    • Brisbane, Australia
    • Financial Planner & Portfolio Manager
      • Jun 2008 - Oct 2011
      • Brisbane, Australia

      Financial advice and portfolio management services for individuals, families and SMSFs. Tailored strategies included a wide range of asset classes (Australian isted securities, cash, global stocks & funds, hedge funds and listed & direct property).

  • Q Wealth Management
    • Brisbane
    • Financial Planner
      • Jun 2006 - Mar 2008
      • Brisbane

      Generalist financial planner covering a diverse client base of individuals & SMSFs with advice needs of varying complexity.

  • GE Capital
    • Brisbane, Australia
    • Personal Finance Representative
      • Jun 2005 - Jun 2006
      • Brisbane, Australia

      Sales role focused on generating and converting leads for personal loans, mortgages, credit cards and life insurance.

Education

  • Financial Adviser Standards and Ethics Authority
    FASEA Exam
  • Kaplan Professional
    Ethics & Professionalism (bridging course)
  • Financial Planning Association of Australia (FPA)
    Certified Financial Planner (CFP) Professional
  • Kaplan Professional
  • The University of Queensland
    Bachelor of Arts, Economics and International Politics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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