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
- 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.
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.
We were fortunate enough to follow Cameron when he moved from another institute. He is very professional and approachable. He is very thorough with his reports, which are very detailed, and he explains them well to us. He has been a wealth of knowledge and experience over the years with assisting us to establish our goals each year, achieving them through budgeting and revisiting our long- term goals to retirement in the near future in order for us to achieve them. Cameron is easy to talk to and understand when discussing options and if there is anything we are not sure about he is happy to go through it with us. We would highly recommend Cameron to our family and friends to assist them with their financials.
I have been carefully guided and looked after by Cameron for a number of years. Starting when I was working , taking me through to retirement, and now working with me moving into retirement apartment living, getting set up for my ‘twilight’ years.
I have always found Cameron to be a great communicator and his knowledge on all to do with Super and Retirement excellent.
Cameron is always available and has a wonderful attitude and nothing is too much trouble.
Cameron’s moral compass on investments and making sure that I am always well placed for anything that may come up is a great comfort and takes all the worry out of finances.
Thank you Cameron
Having recently been made redundant after many years, Cameron became my no.1 go to for reviewing all my finance and advised appropriately what I should focus on, and assisted with making some key changes to save me money. Thanks, Cameron, for your support!
With Cameron’s expertise, I’m able to confidently reach my goals of building a new house and establish an enjoyable lifestyle. I cannot recommend Cameron highly enough. Thank you.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2017
- Years of experience 7
- Certified Financial Planner (CFP)
Sonder Advisory GroupLevel 17, 31 Queen St
Melbourne, VIC 3000 48 Albert St
Warragul, VIC 3820
- In person
- Video call
Alliance Wealth Pty Ltd