Cameron Bishop

Sonder Advisory Group

Gold
7 Yrs Experience
Melbourne, VIC 3000

I started working in the financial planning profession in 2012 and have held a number of senior roles in Management and Senior Financial Planning positions at National Australia Bank, MLC Limited and IOOF.

I predominantly help people plan and co-design their ideal lifestyles, ensuring that their financial arrangements are aligned to their "Why". Throughout my career I have predominantly specialised in the following areas:

  • Retirement & Lifestyle Planning
  • Superannuation
  • Investments (including Ethical investing)
  • Centrelink & Aged Care
  • Estate Planning
  • Protecting your wealth (i.e., insurances).

I am particularly passionate about educating and improving the financial literacy of all Australians and demystifying the complexities of personal finance. I am extremely interested in all things health and wellbeing and exploring the “human side” of financial advice with my clients. Beyond all, I am deeply motivated by a sense of service and helping my clients navigate important life decisions.

I am a CERTIFIED FINANCIAL PLANNER® and a member of the Financial Advice Association of Australia (FAAA). I hold a Bachelor of Business with a major in Financial Planning, am an Accredited Aged Care Professional and have completed the Financial Adviser Standards and Ethics Authority (FASEA) certification, committing to a lifetime standard of ethical practice.

Outside of the office, you’ll often find me running, learning videography and golf or reading a book with a strong coffee in hand. I value experiences in life such as travelling off the beaten track, spending time with loved ones and pursuing a life of continuous learning and self-improvement so that I can best help others.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Sonder Advisory Group

Level 17, 31 Queen St
Melbourne, VIC 3000
48 Albert St
Warragul, VIC 3820

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221