Damien Kennedy brings his significant technical expertise in financial planning, superannuation and accounting to help lead the firm’s Family Wealth Management business through training advisors and analysts on specialist topics.
Based in Brisbane, but also working with a portfolio of clients in Melbourne, Damien provides strategic financial advice to clients in both locations, including executives and senior public servants, and he works with Daryl Dixon on his media commitments and publications, including the book, Securing Your Superannuation Future.
Damien strongly believes that clients holistically benefit from the strategic insights provided by Daryl Dixon and the firm’s Advice and Investment Committees. He says, “Our approach to family wealth management excels because our advisors tailor those recommendations to the client’s individual financial position”.
Damien is passionate about all clients receiving consistently high quality advice to support their specific personal wealth and super goals. He says, “In particular, we can help them gain exposure to new asset classes while our up-to-date insights on current legislation and commitment to advocacy means we are always available to help them make sound strategic financial decisions”.
Before joining Dixon Advisory, Damien had a successful career in the federal public service, involving a variety of client-based initiatives relating to the delivery and presentation of statistical data to organisations and university researchers.
Damien holds a Bachelor of Business (Accounting/Business Management) from Charles Sturt University and a Graduate Diploma in Financial Planning from Kaplan and is a Certified Financial Planner (CFP®).