Cameron Bishop

Sonder Advisory Group

Gold

7 Yrs Experience

Melbourne, VIC 3000

About Cameron
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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.

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

5.00 April 2024

We are so very grateful to have had Cameron recommended to us around 5 years ago by a family member. Cameron is very professional and always takes the time to listen to our needs and concerns.He makes sure we understand and are comfortable with his recommendations and strategies. He has helped us immensely. Cameron's knowledge and experience is so impressive. He is such a kind, caring, honest person and is always easy to contact if needed. We have the utmost confidence in his guidance as we move closer to retirement. We are so glad we have Cameron looking after us and cannot recommend him highly enough to anyone seeking financial advice. Thank you Cameron

5.00 April 2024

We have been lucky enough to be clients of Cameron's for nearly 5 years now. Cameron has been a revelation to us. He is responsive (our last planner never called us back), personable and truly gets to know you and your goals. He communicates clearly and provides excellent advice.

Cameron has guided us with our retirement strategy. This has enabled us to easily make decisions (like going on trips) as we are confident in our financial position. We have already referred him to several friends and family and will continue to do so.

5.00 April 2024

We have been receiving advice from Cam for the past 7+ years where we have found Cam's advice to be helpful and accurate. It has placed our minds at ease whilst we move closer to retirement. The relationship we have built with Cam over this period of time feels more like a partnership rather than a customer. Thank you for your ongoing professional support and we look forward to this partnership continuing into the future.

5.00 March 2024

We have had the pleasure of working with Cameron as our financial advisor for over five years, our experience has been exceptional. Cameron has demonstrated a level of professionalism, expertise, and genuine care.

Cameron takes the time to listen to our goals, aspirations and values, and put together a personalised plan that aligns with our financial objectives. His explanations are clear, concise, and simple.

Cameron ensures that we stay on track with our financial plan by regularly checking in, providing updates, and making adjustments as necessary. Cameron is available to address any concerns. This proactive approach has given us confidence, knowing that our financial future is in capable hands.

I would highly recommend Cameron to anyone seeking financial advice.

5.00 February 2024

We have been fortunate to have been getting advice from Cameron for the last few years. Cameron's advice has helped us to achieve our dream of being young retirees. His knowledge, guidance and expertise have been invaluable to us. He is always available to answer any questions or concerns we may have, alleviating any stress we may be feeling regarding our investments. To top it off Cameron is a genuinely caring person. I would recommend Cameron to any one who needs financial advice and guidance.