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Cameron Laird

JBWere Ltd

Gold
21 Yrs Experience
Sydney, NSW 2000

Cameron provides clients with an extensive range of investment, advisory, financing, securities, asset and wealth management services to high net worth individuals, family offices and non-profit organisations – with a focus on building, managing and protecting wealth.

Specialties:

  • Strategic & Tactical Asset Allocation
  • Investment Structure and Strategy
  • Bespoke Portfolio Management
  • Non-profit Organisations and Charitable Foundations

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 21
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

JBWere Ltd

Level 10, 10 Carrington St
Sydney, NSW 2000

Licensed by

JBWere Ltd

AFSL 341162