Silveroak Financial Planning

Damian Espinosa

Damian was born in Mexico, raised and educated in Los Angeles. His first career was working with a very sucessful software developer. In Los Angeles he met a young Australian girl and soon after came to Australia to get married and start a family [ there are now three young children ].

For the past 10 years Damian has worked as a top level financial advisor for very succesful financial planning companies, one Melbourne based, the other international.

In July 2014 Damian decided to create a “boutique” advisor business catering to young singles and young families. Until now this has been a neglected area.

His qualifications are impressive [ see below ] and h
is track record is better than most. But most important of all, he is easy to talk to and will quickly grasp your situation (and your dreams).

His qualifications include Diploma in Business Management, Diploma Financial planning, Diploma Mortgage Broking plus he is a Self-Managed Superfund Specialist. Memberships: SMSF Association Member, Credit & Investments Ombudsmen Member, MFAA Full Member.

In Damian’s words:

“T
he reason for all my various qualification is that I want to be able to advise people on what it is that will get them to their goal. There’s no one field [ ie lending, superannuation, insurance ] which is going to solve their problems. Everybody is different and I’m able to look at their problems and goals from many different viewpoints and give them advice in those fields”.