Cameron is Private Client Adviser and one of the founding partners of UNICA Wealth, having previously worked as an adviser with Genesys Wealth Advisers. His roles prior to advising include financial planning compliance with IOOF and funds management with Tasmanian Perpetual Trustees. Cameron also worked in United Kingdom with AEGON - Scottish Equitable.
Cameron holds a Bachelor of Commerce, Graduate Diploma in Financial Planning, Masters in Applied Finance and has completed the Certified Financial Planning as well as Life Risk Specialist program.
Cameron was recognised by the Financial Planning Association by receiving the 2014 Financial Planner AFP® of the Year Award - State Winner (Tasmania).
Whilst Cameron provides advice on all aspects of financial planning, his specific area of expertise is assisting clients in the transition from working life into retirement.
UNICA Wealth offer prospective clients an initial meeting with no obligation. During this meeting, we will have the opportunity to discuss your objectives and we may be able to assist you in achieving them.
cameron has at all times been openly available for advice and support whenever required. his advice has been sage and considered and he has always had constructive information that is easily understood and in my best interests. He is a great asset to your organisation, always pleasant and courteous and symbolises all that your brand indicates.
Cameron has assisted us to develop our financial strategies for retirement. The work undertaken has enabled us to fully understand what actions are required to meet our goals. Through Camerons ability to develop clear objectives through gaining a comprehensive understanding of our specific circumstances has ensured we stay motivated to stay on track which is extremely important for us. Developing strategies for protecting our position through insurance has been very comforting. Cameron has high level skills, and alway exceeds our expectations.
Cameron manages and advises me in regards to my superannuation investments and my pension annuity. We meet.semi-annually where Cameron brings me up to date on the current markets and suggests changes to my investments. He also regularly advises me via email should the need arise. I am confident in Cameron’s knowledge of the financial marketplace and his ability to manage my investments to my advantage.
Would highly recommend Cameron. My aims have been exceeded by Cameron.
We have found Cameron to be honest and ethical in our dealings with him. His skill set and knowledge across our various investments is commendable. We are very satisfied with the service and advice he is providing.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2005
- Years of experience 18
- Master of Applied Finance
Unica Wealth Pty LtdLevel 1, 160 Collins Street
Hobart, TAS 7000
- 9:00am – 5:00pm Monday – Friday
Sgn Financial Pty Ltd