I have been working as a financial adviser since 2013, and have significant experience in the areas of superannuation, SMSF’s, personal risk insurance and estate planning.
I am passionate about financial planning, and assisting my clients to meet their financial objectives.
I have a Bachelors degree in Applied Science, as well as Graduate Diplomas in both Applied Finance and Financial Planning. I have also completed the FASEA exam and those education requirements.
In my spare time (although with two young daughters, that's not all that often!) I enjoy playing squash, golf, and attending the occasional North Melbourne football match.
At a time of major changeover from an earlier financial planner, Cameron eased us through the complexities and suggested refinements which simplified our investments significantly. He was highly professional and patient, and lifted a burden of worry from our financial life. We would recommend him.
Cameron is really approachable and great to work with. He has worked with me to unravel my finances and get myself set up in a much more simplified and effective way. The past year has been about consolidating and tidying up, and going forward it will be about sensible investment and risk strategies. I'm looking forward to the next please and reaping the benefits of the foundations that have been laid by working closely with Cameron. Highly recommend!
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2013
- Years of experience 10
- Graduate Diploma of Financial Planning
Wilson Pateras Wealth Management Pty LtdLevel 1, 678 Victoria St
Richmond, VIC 3121
Wpfp Group Pty Ltd