Cameron joined PPT Financial Pty Ltd as a Representative in 2009 and was appointed a Director in 2012.
Cameron is a highly experienced Financial Planner with more than 20 years of financial services experience primarily in wealth creation, superannuation and investment portfolio construction.
Cameron has a particular interest in advising self-managed superannuation funds and sophisticated/wholesale investors on direct share portfolio construction. He holds a Diploma of Financial Planning, a Graduate Diploma of Financial Planning and is a Certified Financial Planner®.
In addition to his professional work, Cameron is an active board member of Ballarat and Queen’s Anglican Grammar School Foundation Ltd, Isobella Foundation and Ballarat Basketball Association. He is passionate about staying up-to-date with the latest trends and developments in his field and he shares his knowledge and expertise with his colleagues and clients.
When he’s not working, Cameron enjoys spending quality time with his wife and two daughters and he actively engages in family activities. His commitment to both his profession and personal life demonstrates his dedication to achieving balance and excellence in all aspects of his life.
Areas of Expertise: Wealth creation, investment advice, direct equities portfolio construction, superannuation and self-managed superannuation funds.
Qualifications: DipFP, GradDipFinPlan, Certified Financial Planner®