Monash College

Cameron has more than 18 years’ experience working in the financial services industry.

Having worked in the industry fund not-for-profit sector for over 12 years, Cameron specialises in pre- and post-retirement planning to help clients plan for their retirement income needs. Cameron’s experience in retirement planning means he is also familiar with Centrelink and Department of Veteran Affairs pensions to ensure clients are aware of any entitlements they may have.

Cameron is an advocate of the value of financial advice and the benefit it can provide to clients, whatever their stage of life may be. Cameron considers a client’s circumstances and financial goals to recommend a financial plan that is appropriate to each client’s individual situation.

You can see Cameron at Monash University.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Diploma Financial Planning
Master of Business Administration
Bachelor of Business
Accredited Aged Care Professional

Nicholas has over 18 years’ experience in the financial services industry. He is passionate about assisting members to create and tailor financial solutions which help achieve their lifestyle goals and objectives.

Nicholas has extensive experience in superannuation, wealth creation and protection, pre and post-retirement planning strategies as well as helping members optimise any entitlements to Centrelink/Department of Veteran Affairs. In particular, he takes pride in making complex strategies easy for members to understand, so they feel confident and can have peace of mind about the financial solutions recommended.

Nicholas is a firm believer in the value of financial advice and establishing ongoing relationships to review the appropriateness of strategies as personal, legislative and economic circumstances change throughout a member’s lifetime. 

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Commerce (Finance)
Bachelor of Science
Diploma of Financial Planning