Damien Grist 

ASIC# 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

  • FASEA- Damien has met the Exam Standard in accordance with Section 921B of the Corporations Act 2001

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

Georgiann Grist

ASIC# 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

  • FASEA- Georgie has met the Exam Standard in accordance with Section 921B of the Corporations Act 2001 

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

Laura Hough 

​With a strong background in managing client relationships, Laura is DKG Financial Groups 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. 

 

 

Alex Trahair 

​Alex graduated from La Trobe University with a Bachelor of Finance and Marketing, and has worked in Financial Services since 2020. She joined DKG Financial Group as a Client Services & Administration Executive, and is responsible for strategy and portfolio administration, and assists the groups advisers with compliance and administrative support.

 

Alex is studying for a Graduate Diploma in Financial Planning, and is undertaking her supervision year to become a Financial Planner.  

Morgan Bibby 

​Morgan graduated from Deakin University with a Bachelor of Management, majoring in Financial Planning and began working in Financial Services in 2018. Morgan joined DKG Financial Group as a Client Services & Administration Executive, and is responsible for paraplanning, strategy and portfolio administration, and assists the groups advisers with compliance and administrative support.

 

Morgan undertaking her supervision year to become a Financial Planner.  

Casey Leech 

​Casey began working in Financial Services in 2012 and joined DKG Financial Group part-time as a Client Services & Administration Executive.  

Casey 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 merged his business with DKG Financial Group by way of business acquisition in December of 2016.

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.