Cameron Patterson

High Tide Wealth Management

Gold
12 Yrs Experience
Seaford, VIC 3198
I am a Financial Adviser, investor, home owner, husband, father of 3 young kids, an AFL supporter and live music fan.  I graduated from Deakin Uni in 1999 and over the past 20 years have worked in Financial Services for large corprates, multi-nationals and private practice. I care about my client's outcomes and they know it.  I believe that life is far too important to be taken seriously, but not when it comes to personal wealth, here I believe that if you fail to plan ... you plan to fail. I specialise in: * Pre-retirement and Retirement Planning; * Long term Wealth Accumulation; * Maximising Age Pension; * Tax Optimisation; * Risk Management - Wealth Protection; * Intergeneratinal Planning My goal is to help you achieve yours, I do this because to me there is nothing more satisfying than working with my clients to help them map out their financial goals.  I will explain your financial plan in a way that is easy to understand, one that will give you that "Ah ha" moment that brings you the peace of mind in knowing you can ... and will .. achieve the goals you have set.  If you want to know more about how I can help you achieve your goals with proven and trusted financial advice then call me for a free no obligation appointment on 0447 2424 88

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

High Tide Wealth Management

44 Airlie Grove
Seaford, VIC 3198

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

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

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5.00

"Great advice, great service, ethical & trustworthy. The positive recommendations made in his plan more than covered the advisory cost. Approachable manner and no question was too dumb to ask."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cameron has provided me with a comprehensive financial strategy that gives me security and confidence for my future plans. He's very easy to get along with and has a great ability to unpack complex topics. I can highly recommend Cam to any one looking for sound financial advice."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
1999

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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