Cameron is a Certified Financial Planner, an accredited SMSF Specialist Advisor™ and a Registered Tax Agent with the Tax Practitioners Board of Australia, whilst he is currently on the Financial Planning Associations CFP Board Committee, Cameron writes and is quoted regularly on Financial Planning issues in the Age, Australian Financial Review, The Australian & the Herald Sun and has been profiled twice in BRW Magazine. Cameron is a principal of Independent Wealth Partners and is passionate about independent fee for service financial planning advice and believes good quality advice does make a significant difference to his clients wealth and wellbeing. Having helped his clients reach some of their personal and financial goals, he believes the most important part of financial planning is to work with his clients as a wealth partner. Cameron specialises in working with people both pre and post retirement as well as clients in the wealth creation phase. He believes a large part of his role "to give advice and direction, but also to establish what it is clients want from their life. For example, is it a stable income stream in retirement, enough money to spend 6 months travelling every 4 years, or pay for the kids education." He then works with his clients to coach and direct them so they can reach these goals.
We charge you a fee for service both upfront and if you become and ongoing client also on an ongoing basis.
We have regular 6 monthly meetings. (A reminder is sent by Cameron a month prior to confirm a date and time) Cameron’s advice is simply put but backed up with obvious deep knowledge of present and likely future market conditions The meetings are frank but positive. He cares about his clients. I would recommend Cameron to all.
Cameron has been the best help of any advisor since living in Australia. Easy to do business with. I frequently recommend him to friends & colleagues. Mostly they become clients of Cameron.
Cameron has been a very good advisor in that he listens and shows great concern over my needs and questions I raise with him. I highly recommend his services and he has very reasonable fees.
Cameron Howlett has recently steered me back on track with my finances, after I had received some extremely poor financial advice from my previous financial adviser, who I had been seeing for a few years. As a result of receiving such poor financial advice, I have lost a significant amount of money and I was nowhere near reaching my initial goal of owning my own home and having a career change at the age of 45. Since seeing Cameron, he has clearly demonstrated what an exceptional financial adviser he is and highlighted to me how incompetent my previous financial adviser was, by: • Cameron disclosing all commissions received when recommending products and services, my previous financial adviser didn’t • Cameron providing detailed reports which highlights where I will be financially in the future and what I need to do reach my goals, my previous financial adviser didn’t • Cameron reviewing and providing detailed recommendations on how to manage my Superannuation funds, my previous adviser didn’t I am forever grateful to Cameron for his honesty, competence and professionalism as a financial adviser, who has filled me with the confidence that I am now finally on the right path to achieving the goals I had originally set out a few years ago.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2001
- Years of experience 22
- Certified Financial Planner (CFP)
Independent Wealth PartnersLevel 16, 530 Collins St
Melbourne, VIC 3000
- 7:00am – 5:00pm Monday – Friday
Independent Wealth Services Pty Ltd