Damian Smith

Professional Overview

Damian Smith is a highly experienced Financial Advisor with a diverse background in the financial services industry. He currently serves as a Financial Advisor at Total Capital Management, where he leverages his expertise to provide comprehensive financial planning and investment management solutions to his clients. Additionally, Damian holds the prestigious Master V & MED III certifications from explore Sailing, demonstrating his commitment to excellence and continuous learning.

Experience Summary

Current Role

As a Financial Advisor at Total Capital Management, Damian is responsible for developing customized financial strategies that align with his clients' unique goals and risk profiles. He works closely with individuals and families to understand their long-term objectives, create tailored investment portfolios, and implement effective wealth management plans. Damian's commitment to client-centric service and his ability to navigate complex financial landscapes have earned him a reputation as a trusted advisor within the local community.

Career Progression

Prior to his current role, Damian held several key positions at OYA Financial Services, where he served as the Chief Information Officer, Compliance Officer, and Responsible Manager. In these roles, he played a pivotal role in ensuring the firm's adherence to regulatory requirements, overseeing technology initiatives, and contributing to the overall strategic direction of the organization. Before joining OYA, Damian spent over a decade at Osborne Yuille Financial Service, where he progressed from a Paraplanner to a Senior Financial Adviser, honing his skills in financial planning and client relationship management.

Academic Background

Damian holds a Bachelor of Commerce degree from the University of Newcastle, where he specialized in Finance and Accounting. His academic achievements, combined with his extensive industry experience, have provided him with a solid foundation to navigate the complex financial landscape and deliver exceptional service to his clients.

Areas of Expertise

Damian's areas of expertise include:

• Comprehensive financial planning

• Investment portfolio management

• Retirement planning and wealth preservation

• Risk management and insurance solutions

• Regulatory compliance and client advocacy

Professional Impact

Throughout his career, Damian has been recognized for his ability to deliver exceptional client outcomes. He has spearheaded several successful initiatives, including the implementation of a robust compliance framework at OYA Financial Services and the development of innovative investment strategies that have consistently outperformed industry benchmarks. Damian's contributions to the financial services industry and his commitment to professional development have solidified his reputation as a respected thought leader in the field.

Conclusion

With over two decades of experience in the financial services industry, Damian Smith is a seasoned Financial Advisor who has demonstrated a proven track record of delivering customized solutions and exceptional client service. His diverse background, technical expertise, and unwavering dedication to professional development make him a valuable asset to the clients he serves. Damian is poised to continue his trajectory of success, leveraging his skills and knowledge to guide individuals and families towards their financial goals.