Cameron Howlett

Independent Wealth Partners

Gold
21 Yrs Experience
Melbourne, VIC 3000

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We charge you a fee for service both upfront and if you become and ongoing client also on an ongoing basis.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Independent Wealth Partners

Level 3, 530 Collins St
Melbourne, VIC 3000

Opening hours

  • 7:00am – 5:00pm Monday – Friday

Licensed by

Independent Wealth Services Pty Ltd

AFSL 512433