Damien Jackson
CERTIFIED FINANCIAL PLANNER® Professional
With more than 20 years experience in the financial services industry, Damien has worked with over 100 financial advisory firms across Australia and the UK.
He began his career in this industry whilst he was studying for his Bachelor of Economics, when he worked part time with Wendy Jackson Pty Ltd as the Administration Manager. Upon graduation, he joined MLC in their Customer Service area working with a wide range of financial products and services. He moved from there into a series of analyst and project management roles within the business which included building the flagship superannuation product for the MLC business.
In 2000, Damien was selected as part of a small team to build a product and advice offer for MLC in the UK market. After the successful UK business launch, Damien returned home to Sydney and worked as a National Manager for MLC, focused on boutique Financial Advice business.
In 2006, Damien decided it was time to put all that he had learnt in his professional career into his own practice and entered the Jackson Financial Management business.
A great advocate of lifetime learning, Damien’s qualifications include a Bachelor of Economics, CFP Certification, Advanced Diploma of Financial Services and Diploma of Finance and Mortgage Broking Management.
Damien is also a Credit Adviser registered with the MFAA, a member of the SMSF Professionals’ Association of Australia (SPAA), a member of the Financial Planning Association of Australia and a NSW Justice of the Peace.
One of Damien’s passions is to inspire people to seek advice early in their financial life.
In his spare time, Damien is an enthusiastic family man and loves spending time with his wife and three young children. When he gets that chance (which is rarer these days) he loves to surf and can often be spotted surfing up and down the NSW coastline.
Wendy established the business in 1983 as Wendy Jackson Pty Ltd. She has seen many changes over the last 30 years in the industry from the older style products of Whole of Life and Endowment, through to the more contemporary product offerings of Wraps and SMSF’s. She has lived through the markets from the October 1987 crash, through the last Australian recession of the early 1990’s and the subsequent market growth through to 2007 when the GFC hit. Throughout this time, Wendy has helped her clients manage their family’s assets.Wendy has provided tailored wealth management solutions for her clients by placing the client at the centre of every solution.
Wendy remains committed to her clients, many of whom began with her 30 years ago, and passionate about helping her clients make better financial decisions.
In her spare time, she is an enthusiastic Nonna to her grandchildren and enjoys making grand travel plans for the future.
How to get started
To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.