Simon Cammiss

Resolute Wealth Pty Ltd

Platinum
15 Yrs Experience
Elsternwick, VIC 3185
The best part of my job is getting to know my clients, understanding their unique wants and needs, then working together to make their finances easy.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 20
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Resolute Wealth Pty Ltd

The Workery Level 1, 6 Riddell Parade
Elsternwick, VIC 3185

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Resolute Financial Services Pty Ltd

AFSL 510222

4.90
20 Reviews
5
4
3
2
1
4.90
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 20

Sort by

5.00

"I was a new client of Simons and was looking for advice on insurance products. Simon was very knowledgeable and explained everything in a clear and easy to understand way. He ensured the whole process was very smooth and happened in a timely fashion. Highly recommend Simon."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon gave us advice on insurance products to protect both myself and my wife going forward. He was patient, attentive and explained everything in great detail. I couldn’t recommend him more highly if you were looking for financial or insurance advice."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Simon has given me advice in areas including super funds and managing my personal insurance. Simon was usually able to explain things to me in a clear way. Through Simon's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Simon's full care and attention when I needed it.'"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly value Simon's friendly, considered financial advice, knowledge and experience about my Allocated Pension Account and a share portfolio external to this, as well as general retirement questions. He is always easily contactable by phone and readily available for in-person meetings when required."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I engaged Simon to assist in reviewing my financial position. He provided advice regarding my SMSF, share portfolio, mortgage, insurances in a manner which I was able to understand (which included drawing pictures for me). While I had a very rough idea of how everything was operating, Simon has been able to simply and consolidate things for me to ensure everything is streamlined. He has also been super helpful in following me up , assisting me in completing forms which I had previously put in the too-hard basket and making life easier for my accountant at tax time!"

  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have every confidence in the advice Simon provides. He is always there for you and responds efficiently with excellent advice in the way forward. I could not recommend Simon highly enough."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Simon has always been approachable and provides clear and understandable advice at all times. We enjoy working with Simon on our Self Managed Super Fund and we always look forward to our meetings."

  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Simon has provided pro active advice on a range of financial planning areas. He is able to explain concepts easily and has assisted me in introducing new products which I needed in order to obtain a balanced portfolio. He is readily available and I would have no hesitation in recommending him to family and friends."

  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Your summary is not correct . Simon always gives excellant advice not usually . He advised me on pensions and retirement. advice on investments generally helped me to manage my super. Your summary was not accurate and did not reflect my answers Simon has been my advisor for many years and is an excellant financial advisor."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Simon is an excellent and very professional financial adviser. He quickly grasps the thrust of my questions and needs and is adept at seeing the best way forward. He also has an excellent recall of past issues canvassed and the present state of my portfolio. He attends to my needs efficiently and in timely fashion."

  • Government Assistance
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Applied Finance

Level
9 - Masters Degree
Institution
Macquarie University
Completed
2011

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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