CAMERON HARRIS

Cameron Harris

As a professional financial advisor, Cameron has a strong drive to assist clients in achieving their financial and lifestyle goals. His passion for unconflicted advice and holistic solutions lead him to join Aspire Retire in 2016.

Cameron first priority to all his clients is providing peace of mind through a strong understanding of your financial situation and measurable progress made against achieving your financial and lifestyle goals. He aims to educate and promote thorough understanding throughout the entire process for all his clients to provide you clarity, direction and confidence.

Cameron will work closely with you to help identify and define your goals, develop a comprehensive plan to achieve your goals and meet with you regularly to ensure that you stay on track and do not overlook important opportunities.

Qualifications

Cameron is a Certified Financial Planner ® (an internationally recognised standard and the Financial Planning Association’s highest professional designation). Within his study cohort, Cameron was recognised as the highest-ranking student in the country for the areas of tax minimisation, structures, debt management and personal insurance. He also holds a Bachelor of Business Degree in majoring in Economics and Accounting and an Advanced Diploma in Financial Planning.

Experience

After graduating from his bachelor’s degree, Cameron commenced a career in economic feasibility studies for a mining research institute within the University of Queensland. Over this time, Cameron gained invaluable knowledge in common practices used within Financial Planning such as capital modelling, cost/benefit analyses and cashflow planning. Cameron has been working within the financial planning industry since 2012 and during this time has focussed on technical specialist roles across a wide range of financial planning strategies.

Specialisation

Cameron provides advice to a diverse range of clients requiring assistance in areas such as wealth creation, tax minimisation, pre-retirement and retirement planning, estate planning and risk protection. Cameron prides himself on his ability to build strong, trusting relationships with his clients and provide complex strategic advice in areas that are often overlooked or ignored by many financial planners.

Memberships

Cameron is a member of the Financial Planning Association of Australia (FPA), Australia’s peak body for financial planning.

Testimonials

  • It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. read more
  • The expertise and attention to detail with which you have handled our financial affairs could not be faulted. read more
  • We have a feeling of certainty in the absolute integrity of your dealings with us. read more
  • What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. read more
  • Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible. read more
  • You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. read more
  • You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. read more
  • Aspire Retire has assisted me with my complex financial structures and I have been more than happy with the results. read more
  • As a retired financial planner I wanted someone that was professionally qualified, a member of a professional association, an experienced investor, someone who was knowledgeable, ethical and not interested in only making as much money for themselves as they could. Aspire Retire meets all of the above criteria. read more
  • Having worked closely with Stephen and Olivia for a couple of years in the financial planning field, I am confident that they would be around for the long term and would always have my best interests at heart. read more
  • We were very impressed with the personalised professional service and advice given to us, and how you have tailored this specifically to suit our situation and future needs. read more
Share