OBT Financial Group are pleased to announce some big changes
Damon Zischke is moving from OBT Accounting & Tax to OBT Financial Planning.
He carries across his tax knowledge from our Accounting & Tax team and is now refocussing this expertise to Financial Planning. He is currently undergoing his Certified Financial Planner CFP® qualification, which provides reassurance that Damon works to the highest professional and ethical standards, always putting clients’ interests first.
Damon’s passion is in advising the younger generation, helping them to build a secure financial foundation.
OBT is also pleased to announce the appointment of our new Senior Financial Planner, Bruno Tjelder, who joined the team in April.
Bruno brings extensive experience from a vast retail financial planning background, particularly in building and managing share portfolios. Bruno typically works with couples and families looking to build their wealth as well as to protect their income and assets via personal insurance. Bruno also advises those who might be about to retire or planning further ahead for retirement.
Bruno and Damon are both qualified to provide advice in the following areas:
- Superannuation and Retirement Planning including SMSFs
- Wealth Creation Strategies
- Cash Flow and Budgeting
- Personal Risk Insurance
- Tax Strategies
The relationship with a Financial Planner is an important one that builds over time – someone you’re comfortable with, who knows you and understands how your needs change over the years. That way you can trust them to help you plan and achieve your financial goals.