Having been the victims of a convicted financial fraudster currently serving a 10 year jail sentence, we were naturally wary about who we could trust to oversee our financial future. We needed to find someone highly qualified and with a scrupulous background in the financial planning industry. Happily Cameron was able to re-build our confidence …
Industry Fund specialist
Over the past 13 years I have been advising on and delivering complex wealth creation and retirement strategies for Industry Fund members. This experience has included advising on the following funds*:
Industry funds are increasingly exploring ways to give their members greater access to financial advice services and are partnering with the broader advice community. This allows funds to increase the number of their members who are able to have their advice needs met while remaining within the fund and gives members access to a greater pool of advisers with diverse areas of expertise.
Partnering with the broader advice community can also enable members to access advice through enhanced delivery options including online delivery solutions such as Zoom and Microsoft Teams.
My work within Industry Funds has provided me with a unique set of insights into the operations and strengths of these funds and importantly how they can best be used to form a critical component of a broader strategy delivering outcomes in line with a member’s goals and objectives.
I am genuinely committed to providing clients with advice in their best interests. This means that the suite of products I advise upon includes a wide range of quality products which often may include low cost, high performing Industry Funds.
In practice, this means that optimising your Industry Fund super will often be a central component of your wealth creation strategy. My extensive experience in this sector means I can provide members with important insights into how their overall financial situations should be structured to maximise the benefits both within and external to the fund.
I still look after many of the Industry Fund clients I have provided advice to at previous fund-based roles. In some cases this advice can still be paid for from your Industry Fund.
If you are an Industry Fund member who would like to benefit from my extensive experience and knowledge, while having the option to maintain your relationship with your Industry Fund, please contact me for a 15-minute obligation-free discussion.
* Important note. This is not an endorsement of these specific products, and is general information only. Please consider whether any product is right for your situation or talk to me for personal advice. Always read the Product Disclosure Statement before you acquire any financial product.
Testimonials from Industry Fund clients
Having spent 40+ years in the Royal Australian Navy and retaining my DFRDB super, I was keen to find an Advisor who knew how to manage my DFRDB. Cameron was highly recommended during my transition from Defence and from the moment we met with him we felt comfortable that our investments would be safe. Cameron …
I found Cameron to be very professional with a warmth that gave me confidence in his services. He took the time to understand my financial concerns and I felt reassured that the options he provided were ones that were tailored to my future needs.