Managing personal finance is a complex puzzle. It’s an evolving process often requiring a delicate balance of tax effectiveness, asset protection, investment management and family dynamics.
With patience, empathy and specialist expertise, I help clients piece together their puzzle until all the pieces fit seamlessly together.
Over more than a decade, I have developed a depth of experience and expertise in all fundamental aspects of proper wealth management. I work with business owners, families and individuals to develop and execute tailored strategies to bridge the gap from where they are today to where they need to be to achieve their ambitions.
My role is to guide clients along this journey, leaving them with complete confidence, trust in and respect for what we do. In many ways, I am as invested in their plans and experience as they are – their success is my success.
If you would like to know how Cameron Harrison can provide you with your individual investment journey and achieve your wealth objectives, please contact me on 03 9655 5000 or email me at firstname.lastname@example.org.
Anne-Marie has been our family's personal adviser for many years... She is competent, professional and a trusted adviser to us. I would thoroughly recommend her to anyone considering the type of advice and services that Cameron Harrison provides its clients.
Anne-Marie is a very capable, competent adviser. She and her team have been assisting with our family finances and estate planning over many years. I have no hesitation in recommending her professional advice.
Anne-Marie provides simple to understand, concise and well researched solutions to our varied questions around wealth planning. She is always available and during COVID-19 pandemic checked in regularly to see how we were coping with the volatile investment environment. She shows an extraordinary amount of client care.
I would not have been able to organise my retirement without Anne-Marie. She has been handling shares and investments for me for well over 10 years. Anne-Marie has explained financial matters to me in a clear way. I feel very confident in here advice concerning tax, superannuation and especially in the distribution of my mother's will and estate. I have received Anne-Marie's full care and attention when needed.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2009
- Years of experience 14
- Master of Applied Finance
Cameron Harrison PrivateLevel 17, North Tower, 80 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Cameron Harrison Private