Damian Masi
Wealth Adviser (M.FinPlan, BComm – Finance & Financial Planning)
Damian is a highly technical Wealth Adviser with a compassionate approach. He holds a Master of Financial Planning, a Bachelor of Commerce majoring in Finance and Financial Planning, and registration as a Tax Financial Advisor. Damian’s journey in the financial services industry began with a prominent corporate institution, where he provided personal financial advice to clients. In 2018, he joined Zone Financial, expanding his expertise and gaining a deeper understanding of the unique financial challenges faced by successful and motivated individuals and families.
Damian specialises in superannuation and retirement strategies, risk management and scenario planning, with a particular interest in ethical investing. He approaches his work with discipline and dedication, supporting clients through pivotal life transitions and empowering them to make informed decisions.
Damian believes wholeheartedly in the value of financial advice and confidence gained through an integrated wealth strategy. He has an innate desire to help people and is dedicated to supporting clients to secure their future.
““Growing up, I witnessed firsthand the tangible advantages of good financial advice through my parents’ adviser, I observed how she expertly guided their retirement, and ultimately enabled the life they have today. This experience inspired my career in wealth management advice and my desire to join a business where I can have the same impact on clients’ lives and watch the incredible progress they make. For me, that is what good advice is all about – a partnership that facilitates long-term change.”