Damien Grist 

ASIC Authorised Representative Number 274380 & Responsible Manager (DKG Group Investments Pty Ltd). 

Damien joined the financial services sector in 1998 and became an adviser in 2000.

 

Committed to his profession, Damien founded DKG Financial Group in 2003 and has established a strong reputation in the financial services industry. Responsible for the groups strategic direction, Damien provides financial advisory services to a very diverse client base, and has the following qualifications:

  • Bachelor of Business Degree (LaTrobe University)

  • Advanced Diploma of Financial Services (Financial Planning)

  • Accredited SMSF Specialist

  • Accreditation in Margin Lending & Geared Products

  • ASX / ALPA Listed Product Adviser

Damien is a registered tax (financial) adviser with the Tax Practitioners Board (TPB) and is currently undertaking further studies towards a Graduate Diploma in Financial Planning.

Steve Curnow

Steve joined DKG Financial Group in 2005 as an Economics Graduate, and is a partner in the firm. 

 

Fulfilling the role of Business Manager, Steve is an integral part of the groups success and history, dedicating his time to administration, client services and staff management. Steve supports the groups advisers with para-planning and administrative responsibilities, and has the following qualifications:

 

  • Bachelor of Economics Degree (LaTrobe University)

  • Advanced Diploma of Financial Services (Financial Planning)

  • Accredited SMSF Specialist

  • Accreditation in Margin Lending & Geared Products

Steve is currently undertaking further studies towards a Graduate Diploma in Financial Planning.

Georgie Grist

ASIC Authorised Representative Number 433136 & Responsible Manager (DKG Group Investments Pty Ltd). 

 

Georgie has been actively engaged in the financial services and banking sector since 1993.

After a successful career holding senior management positions in Banking & Finance in the United States, Georgie joined the Australian financial services sector in 2012, and is now an Adviser with DKG Financial Group. 

Georgie has the following qualifications:

  • Associate in Applied Science (Business) Normandale College Minnesota USA

  • Advanced Diploma of Financial Services (Financial Planning) Kaplan Australia

Georgie is a registered tax (financial) adviser with the Tax Practitioners Board (TPB) and is currently undertaking further studies towards a Graduate Diploma in Financial Planning

Claire McLean 

ASIC Authorised Representative Number 1252644.

Claire commenced her journey with DKG Financial Group in April 2020 after working locally as a Financial Adviser for a national Licensee.

As Operations Manager at DKG, Claire is responsible for coordinating the day to day operations of the administration team and uses her keen eye for detail to ensure tasks are completed in a timely and efficient manner.

Claire supports the groups advisers by assisting with strategy development and advice generation, policy & procedural documentation, corporate governance, compliance and software / systems integration.  

    

Claire is a member of the Financial Planning Association of Australia (FPA) and is studying her CFP. She successfully completed the FASEA examination in December 2019 in addition to having the following qualifications:

  • Master in Business Administration- Specialising in Financial Planning (Deakin University)

  • Bachelor of Arts / Commerce (Deakin University)

  • Diploma Arts (Box Hill institute of TAFE) 

Andrew Stockwell 

​With prior experience in financial services administration, Andrew joined DKG Financial Group in 2019 as a client service & administration executive.

 

Andrew is responsible for strategy and portfolio administration, and assists the groups advisers with compliance and administrative support.

 

 

 

Laura Hough 

​With a strong background in managing client relationships, Laura joined DKG Financial group in July 2019 and is the first point of contact for client engagement.

Laura devotes her time to client service and communications, provides administrative support to the groups advisers, and assists with managing client file compliance and data integrity. 

Allen Dillon 

​With an established career in Financial Planning as a self employed practitioner, Allen joined DKG Financial Group by way of business acquisition in December of 2016.

Previously designated the accolade of 'Certified Financial Planner', Allen has a strong reputation in the community, and has over 20 years of direct industry experience.

Transitioning into full time retirement in December 2018, Allan is in regular contact with the firm, and provides support to the advisers and staff of DKG Financial Group (who now advise his clients) as required.