Our Team

Nilam Damania, CERTIFIED FINANCIAL PLANNER®

Nilam Damania is a CFP® professional. To be admitted as a CFP professional, Nilam was required to undertake an advanced education program, as well as meet requirements around ethics, examination and experience.

Nilam has worked with three of the largest financial services provider including two of Australia’s Big 4 banks. She possesses extensive experience in wealth management and specialises in Wealth Accumulation Strategies,  Retirement Planning, Personal Insurances, Investments and Centrelink advice. She is passionate about helping her clients to build their wealth and achieve their lifestyle goals while making the complex easy to understand. She consistently strives to deliver comprehensive and easy to understand advice whilst achieving significant value for the client.

Her skills and experience are backed with strong academic qualifications. Nilam Damania is a CFP® professional, holds Masters of Business in Accounting and Finance from University of Technology, Sydney, Bachelors of Commerce and Diploma of Financial Planning. 

She loves her work because it gives her an opportunity to make a positive difference in the lives of her clients. Outside work, she enjoys spending time with her family, bike riding, fitness training and 4WD adventures.

Contact Us

Suite 302,7-9 Irvine Place,
Bella Vista NSW 2153

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