Bentleys Private Wealth -Get to know us
All our professionals have full industry accreditation, an impeccable track record and are subject to regular quality reviews. With Bentleys Private Wealth you can be assured of expert, timely and accurate advice.
As a financial advisor and director, Damien is responsible for a wide variety of clients, including high net worth individuals, professionals, and business groups.
Damien has a diverse and sophisticated background in financial markets. He’s worked at Westpac Foreign Exchange monitoring foreign currency breaches, and as a futures trader and broker with the U.S merchant bank J.P Morgan. Damien was a registered representative of the Sydney Futures Exchange and a New York Mercantile Exchange trader (NYMEX Access). This experience led to Damien starting his own trading business as a ‘local’ trader on the Sydney Futures Exchange, trading mainly medium dated bond derivatives, currencies and equities.
Damien commenced advising retail clients in 2002 as part of the Australian Unity Financial Planning license and was named Financial Planner of the year three years in a row.
Damien Skidmore
Wealth DirectorBentleys Private Wealth
E:dskidmore@bentleyswealth.com.au
Member of the FPA
Member of the Pro Bono Financial Advice Network
Bachelor of Business (Finance)
Diploma Financial Planning (FAAA)
Justice of the Peace
Provide advice on:
- Investments strategies (strategic asset allocation)
- Budget and cash flow management
- Debt management
- Salary packaging
- Superannuation strategies and retirement planning
- Personal insurance
Products and services:
- Superannuation, including retirement savings accounts
- Self-managed superannuation funds (SMSFS)
- Borrowing within your SMSF
- Managed investments
- Investor directed portfolio services (admin platforms)
- Standard margin loans
- Deposit and payment products (term deposits, cash management accounts)
- Retirement income streams (pensions and annuities)
- Personal and group insurance
- Life investment products (whole of life, endowment and bonds)
- Securities
- Exchange traded funds and listed companies
Authorised Representative Number 1282369
Thomas started his journey into Financial Services from the ground floor. After being accepted into a graduate program he has worked his way through roles such as Client Service Manager, Paraplanner, Associate Adviser, before becoming a Financial Adviser. Progressing clients to a position where their assets can support part of, or the entirety of their lifestyle is a core driver for Thomas. When clients are in a position that they are confident their advisor is making the best decisions for them, they have the time to enjoy the things they value most in life, family, travel or their own personal ambitions.
Having completed a bachelor’s degree in commerce, majoring in both Financial Planning and Accounting, Thomas has also completed a post-graduate in Psychology. Combining his background in Finance and Psychology he aims to truly connect on a personal level with each and every one of his client’s and help them understand the way they think about their money.
Thomas Lyon
Senior Financial AdvisorBentleys Private Wealth
E:tlyon@bentleyswealth.com.au
Member of the Financial Planning Association (FPA)
Bachelor of Commerce (Accounting & Financial Planning)
Post Graduate Diploma in Psychology
Provide advice on:
- Investments strategies (strategic asset allocation)
- Budget and cash flow management
- Debt management
- Superannuation strategies and retirement planning
- Personal insurance
- Centrelink and other government benefits
- Ongoing advice and services, including regular portfolio reviews
Products and services:
- Superannuation, including retirement savings accounts
- Self-managed superannuation funds (SMSF)
- Borrowing within your SMSF
- Managed investments
- Investor directed portfolio services (admin platforms)
- Standard margin loans
- Deposit and payment products (term deposits, cash management accounts)
- Retirement income streams (pensions and annuities)
- Personal and group insurance
- Life investment products (whole of life, endowment and bonds)
- Securities
- Exchange traded funds and listed companies
Jack entered the advice industry as a client relationship manager in 2020. Since then, he has completed a Bachelor’s Degree in Commerce, majoring in both Financial Planning and International Economics. He has passed the financial advisor's exam and is currently undertaking his Professional Year as a provisional Financial Advisor and, upon completion, will become a certified Financial Advisor.
During his studies and time spent in the industry, Jack was able to build his knowledge base in a range of areas including superannuation laws, trade finance, sales, insurance, budget and cashflow management and investment portfolio management. Jack is passionate about his role as a financial advisor, as it allows him to empower individuals and families to achieve financial security and long-term prosperity. He is driven by the opportunity to provide tailored advice that not only optimises wealth accumulation but also safeguards clients' financial wellbeing.
Jack O’Donnell
Associate Wealth AdvisorBentleys Private Wealth
E:jodonnell@bentleyswealth.com.au
Bachelor of Commerce (Financial Planning & International Economics)
Justice of the Peace
Jack is currently undertaking his professional year and is a Provisional Financial Advisor. He is authorised to provide personal advice on relevant financial products to retail clients.
Provide advice on:
- Investment strategies (strategic asset allocation)
- Budget and cash flow management
- Debt management
- Superannuation strategies and retirement planning
- Personal insurance
- Centrelink and other government benefits
- Ongoing advice and services, including regular portfolio reviews
Products and services:
- Superannuation, including retirement savings accounts
- Self-managed superannuation funds (SMSF)
- Borrowing within your SMSF
- Managed investments
- Investor directed portfolio services (admin platforms)
- Standard margin loans
- Deposit and payment products (term deposits, cash management accounts)
- Retirement income streams (pensions and annuities)
- Personal and group insurance
- Life investment products (whole of life, endowment and bonds)
- Securities
- Exchange traded funds and listed companies
As a Business Services Director, Nigel specialises in providing high net worth individuals, professionals and business groups with commercial and solutions driven business and taxation advice
His training in New Zealand, and years spent working in England, has given him a strong background in understanding the needs of international parent companies, and he provides full accounting support for branches and subsidiaries in Australia. Nigel’s wealth of industry expertise includes property and construction, retail and wholesale, manufacturing, primary production and professional practices.
Nigel Banks
DirectorBentleys NSW Pty Ltd
E:nigel.banks@bentleysnsw.com.au
Member of Chartered Accountants Australia and New Zealand
Member of The Tax Institute Australia
Chartered Accountant
Registered Tax Agent
Bachelor of Business Studies Massey University, New Zealand
Strategies
- Accounting and business services
- Business advisory
- Business establishment
- Superannuation
- Taxation Compliance
- Cash flow and budgeting
Major Projects
- Outsourced accounting, including management accounts, payroll and employee packages, for Australian subsidiaries of overseas parent companies
- Establishment of corporate structures for overseas listed entity and established all management and financial accounting systems
Industry Experience
- Board Member, Kreston Inteational
- Director, Bentleys Wealth Advisors
- Agribusiness and rural
- Foreign branches or subsidiaries
- Investment
- Manufacturing
- Medical
- Professional services practices
- Retail and wholesale distribution
- Personal and group insurance
- Superannuation Funds
Kevin is a Business Services and Audit Director, specialising in audit, taxation, accounting and strategic business advice for clients in the middle market.
He has acted as a professional advisor to a diverse range of businesses, including those in the education sector, IT and communications, insurance brokers, car dealerships, manufacturing, property development and agribusiness.
Kevin also advises a number of high-net-worth individuals and family groups in relation to their taxation, accounting and financial advisory requirements.
Specialising in the audit of Not-For-Profit organisations, Kevin was proud to sit on the audit committee for Anglicare in NSW for over 10 years.
Kevin Cranfield
DirectorBentleys NSW Pty Ltd
E:kevin.cranfield@bentleysnsw.com.au
Fellow of Chartered Accountants Australia and New Zealand
Member of Financial Services Institute of Australasia
Masters of Business Administration
Macquarie University
Registered Company Auditor
Registered Tax Agent
Chartered Accountant
Bachelor of Commerce University of NSW
Specialist Skills
- Accounting and business services
- Audit and assurance
- Business advisory
- Business establishment
- Outsourced services (E.g accounting and payroll)
- Superannuation
- Taxation compliance
Major Projects
- Business performance reviews, strategic planning and restructuring advice for large private business groups
- External advisor role with a large private company
- Outsourced accounting, and management accounts for Australian businesses
Industry Experience
- Board Member, Bentleys Network
- Director, Bentleys Private Wealth
- Former Honorary Board Member, Anglicare
- Agribusiness and rural
- Building and construction
- Education and Childcare
- Family business advisor
- Industrial and engineering
- Information, communications and technology
- Investment
- Manufacturing
- Not-For-Profit organisations