Damien Grist ASIC# 274380
Financial Services Guide- Part 2: Adviser Profile
Joining financial services in 1999, Damien provides strategic financial advice to individuals, families and business owners across a broad range of financial and wealth management needs. Throughout his career, he has established a reputation for delivering tailored, client-focused advice designed to help clients protect, grow and manage their wealth with confidence.
Damien's extensive industry experience has provided him comprehensive knowledge across all areas of financial planning, including superannuation and retirement planning, investment strategy and wealth creation, tax, and estate planning.
He works closely with clients to develop practical, forward-thinking strategies that align with their personal goals, financial circumstances and long-term objectives and is committed to building enduring client relationships founded on trust, transparency and personalised service.
By taking the time to understand each client’s unique needs and aspirations, Damien provides clear, strategic advice to empower clients to make informed financial decisions and achieve greater financial security, confidence and long-term wellbeing.
Reflecting his commitment to maintaining a high standard of professional knowledge and expertise, Damien holds the following qualifications:
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Bachelor of Business Degree (LaTrobe University)
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Graduate Diploma of Financial Planning (Kaplan)
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Advanced Diploma of Financial Services- Financial Planning (Kaplan)
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SMSF Accreditation
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Accreditation in Margin Lending & Geared Products
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ASX / ALPA Listed Product Adviser
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Registered tax (financial) adviser
Damien has met the Exam Standard in accordance with Section 921B of the Corporations Act 2001.
Steven Curnow ASIC# 1298859
Financial Services Guide- Part 2: Adviser Profile
Working in financial services from 2005, Steve has developed extensive experience across a diverse range of financial planning related roles. His broad industry experience has provided him comprehensive expertise across all aspects of financial planning, including superannuation and retirement planning, investment strategy, wealth creation, tax planning and estate planning.
Steve takes great pride in establishing long-standing relationships with clients, and is committed to helping them achieve their retirement and lifestyle aspirations with practical, forward-thinking strategies aligned to their personal goals, financial circumstances and longer-term objectives.
Steves enduring client relationships are founded, and established on trust, transparency and personalised service.
Steve holds the following qualifications:
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Bachelor of Economics Degree (LaTrobe University)
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Graduate Diploma of Financial Planning (Kaplan)
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Advanced Diploma of Financial Services- Financial Planning (Kaplan)
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SMSF Accreditation
Steve has met the Exam Standard in accordance with Section 921B of the Corporations Act 2001.
Georgiann Grist ASIC# 433136
Financial Services Guide- Part 2: Adviser Profile
Georgie has been actively engaged in financial services and banking across the United States and Australia since 1993, and provides tailored financial advice to help clients make informed decisions about their financial futures.
Following a successful career in senior management roles within Banking & Finance in the United States, Georgie joined the Australian financial services industry in 2012. Her experience spans financial planning, client relationship management and strategic financial guidance.
She specialises in Superannuation, Retirement Planning and Investment Advice, working with clients to develop personalised strategies aligned to their individual goals, circumstances and risk profile.
Georgies approach focuses on building long-term client relationships, and providing clear, practical advice solutions to assist clients manage their financial affairs with confidence through various life stages. She commits to understanding each client’s objectives and helping them navigate an evolving financial environment with appropriate advice and ongoing support.
Georgie holds the following qualifications:
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Graduate Diploma of Financial Planning (Kaplan)
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Associate in Applied Science (Business) Normandale College Minnesota USA
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Advanced Diploma of Financial Services- Financial Planning (Kaplan)
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Registered tax (financial) adviser
Georgie has met the Exam Standard in accordance with Section 921B of the Corporations Act 2001.