Independent Financial Advisers with heart, soul and an addiction to spreadsheets
We give advice that empowers people to live a full life by aligning "their money" with "what matters most to them"
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DipFP, BBus/BComp, CFP™ SSA®, Registered Tax Agent
Cameron is the "2015 National Investment Adviser of the Year" awarded by the Independent Financial Adviser (IFA) Magazine, whilst also being a finalist in the 2015 SMSF Adviser of the Year. He was nominated again in 2016 as a finalist for SMSF Adviser of the Year as well as Investment Adviser of the Year, whilst again in 2017 for SMSF Adviser of the Year.
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.
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. Some clients want to spend 6 months travelling the world every 2 years, others want to make sure their family is ok, others want to live a quiet life in a country home, whilst others want to grow their wealth significantly."
Importantly, each client is different and it is vitally important to tailor everyones strategy to meet their own personal goals and objectives.
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 has been on the Financial Planning Associations CFP Board Committee.
Level 4/369 Royal Parade, Parkville Vic 3052
03 8393 9371
Cameron is the 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 spent a career helping clients reach 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.