2019 Lonsdale Awards Finalists
It is great pleasure to announce that OBT Financial Planner, Damon Zischke, has been shortlisted as a finalist in the 2019 Lonsdale Awards!
The awards recognise excellence in advice, leadership, professionalism, community involvement both within Lonsdale and the wider financial services industry, business growth, innovation and commitment to professional development.
Damon is one of only four Future Leader finalists shortlisted from Lonsdale Financial Planners across Australia. As part of OBT’s Financial Planning team, Damon is passionate about improving the financial positions of our clients and specialises in superannuation and retirement planning (including self-managed super), investment strategies, personal cash flow, budgeting, risk insurance and tax strategies.
“It is both a privilege and an honour to be recognised by Lonsdale and to be amongst the finalists for the Future Leader award,” says Damon. “I work alongside an amazing team and enjoy nothing more than to help my clients achieve their financial goals.”
Winners will be announced at the Lonsdale and IOOF Alliances Annual Conference Gala Dinner on Wednesday 23 October 2019 in Adelaide. We wish Damon all the very best on this achievement and have everything crossed before the winners’ announcements next week!
Build your financial security with OBT Financial Group – Lockyer Valley Business of the Year and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 30 years. At OBT Financial Planning in Gatton our Financial Planners are dedicated to helping you maintain, build and protect your financial wealth. Read more on our website.
Damon is a member of the Financial Planning Association of Australia, associate member of CPA Australia and a registered Tax (Financial) Adviser with the Tax Practitioners Board. He has completed further study to become a Certified Financial Planner (CFP®) – the highest financial planning qualification attainable. Outside work Damon is a talented musician and enjoys breaks at the beach.