Tristan Bowman

Cameron Harrison Private Pty Ltd

Gold
7 Yrs Experience
Melbourne, VIC 3000
Technology is changing the investment management and wealth advice industry quickly. However, beyond the robots, our clients still want someone they can trust – an adviser that can see beyond the numbers and deliver sophisticated solutions. Integrity and diligence are two traits that I believe most reflect my work as an investment manager. These values have been central in my role of facilitating tailored guidance of wealth affairs for Cameron Harrison clients. I appreciate the process of understanding a client’s objectives and developing an investment and wealth management framework that reflects their unique path. I embrace the achievement as it happens over time, continuing to grow with the changing needs and risks of each person’s goals. If you would like to know how Cameron Harrison can provide you with your individual investment journey and achieve your wealth objectives, please contact me at tristan.bowman@cameronharrison.com.au or reach me on 03 9655 5000.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 2
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Chartered Financial Analyst (CFA)
  • Language spoken
    • English

Cameron Harrison Private Pty Ltd

Level 3, 90 Collins Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Cameron Harrison Private Pty Ltd

AFSL 412452

4.90
2 Reviews
5
4
3
2
1
5.00
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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4.75

"Tristan, with his team are very good at what they do, but mostly I trust them."

  • Superannuation
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tristan has given me advice over a number of years as my financial circumstances have changed. From owning my own business, to managing my superannuation, investment in an inheritance and transitioning to retirement. Tristan has always been able to explain things clearly to me and followed up in a timely manner, implementing his advice and ensuring all paperwork is in order, making it as simple as possible for me. I always receive Tristan's full care and attention when I need it."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Superannuation

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

ASIC RG146 (Gap Training Program for CFA Charterholders and Candidates) (General Advice)

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2015

Bachelor of Commerce / Bachelor of Laws

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2012

Chartered Financial Analyst (CFA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CFA Institute (CFA)
Completed
2017

Professional Memberships

CFA Institute (CFA)

Membership type
CFA

Financial Planning Association of Australia (FPA)

Membership type
AFP
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