Damian Reece Grimes

Name
Damian Reece Grimes
ID
334468
ABN
–
First Provided Advice
1987

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2009 - Certificate - ASIC General Insurance Compliance - - Australian New Zealand Institute of Insurance Finance
  • 2009 - Certificate - Australian Mortgage Broking - - Kaplan Professional
  • 2009 - MFAA Initial Compliance Pack - - Mortgage & Finance Association of Australia
  • 2011 - Self Managed Super Fund - Other - Kaplan Higher Education
  • 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education
  • 2022 - Ethics & Professionalism in Financial Advice - Other - Kaplan Higher Education
  • 2023 - Superannuation and Retirement Advice - Other - Kaplan Higher Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Boston Reed Pty Ltd (#225738)
Commenced
Sept. 4, 2018
Ceased
Aug. 21, 2020
Status
Ceased
Licence Holder
Dirigere Advisory Pty Limited (#524371)
Commenced
July 2, 2024
Ceased
April 20, 2026
Status
Ceased
Licence Holder
Zebra Financial Services Pty Ltd (#512864)
Commenced
Aug. 21, 2020
Ceased
Jan. 11, 2024
Status
Ceased
Licence Holder
Zebra Financial Services Pty Ltd (#512864)
Commenced
Aug. 21, 2020
Ceased
June 28, 2024
Status
Current
Licence Holder
Montgomery CO Pty ltd (#562342)
Commenced
May 6, 2026

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Adviser Network Pty Ltd (#232729)
Commenced
July 11, 2011
Ceased
July 12, 2012
Status
Ceased
Licence Holder
Aon Hewitt Financial Advice Limited (#239183)
Commenced
Sept. 22, 2008
Ceased
Jan. 20, 2011
Status
Ceased
Licence Holder
Dover Financial Advisers Pty Ltd (#307248)
Commenced
Dec. 23, 2016
Ceased
June 26, 2018
Status
Ceased
Licence Holder
Financial Services Partners Pty Limited (#237590)
Commenced
Jan. 24, 2011
Ceased
July 14, 2011
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
July 12, 2012
Ceased
Dec. 23, 2016
Status
Ceased
Licence Holder
Synchron Advice Pty Ltd (#243313)
Commenced
June 28, 2018
Ceased
Sept. 3, 2018