Anne-Marie Tassoni

Cameron Harrison Private Pty Ltd

Gold
13 Yrs Experience
Melbourne, VIC 3000
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 am.tassoni@cameronharrison.com.au.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 3
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Cameron Harrison Private Pty Ltd

Level 3, 90 Collins Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Cameron Harrison Private Pty Ltd

AFSL 412452

4.85
3 Reviews
5
4
3
2
1
5.00
Clear communication
4.65
Knowledge & expertise
4.65
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"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."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anne-Marie has been giving us advice in the areas of self managed super funds and estate planning/wills. Anne-Marie is a personable and excellent communicator and we have every confidence Anne-Marie and her team competently looking after our affairs."

  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2012

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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