Cameron Forbes
Financial Adviser
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About
Cameron Forbes is an ASIC-registered financial adviser dedicated to helping individuals and families in Grovedale, VIC, achieve their financial goals. With a Bachelor of Commerce from Deakin University (2003) and Certified Financial Planner certification from the Financial Planning Association of Australia (2017), Cameron combines academic knowledge with practical expertise. He stays up-to-date with industry best practices, completing Ethics & Professionalism in Financial Advice through Kaplan Professional in 2022. As a member of the Financial Advice Association of Australia (FAAA), Cameron adheres to the highest ethical standards, providing expert advice on a comprehensive range of financial products including superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Cameron offers tailored strategies to help you navigate the complexities of the financial landscape and build a secure future. He provides advice on: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment strategies Ready to take control of your financial future? Contact Cameron today for a consultation.
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Frequently Asked Questions
What types of financial advice does Cameron Forbes offer?
Cameron provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He's authorized to advise on a range of financial products, tailoring solutions to your specific needs.
What are Cameron Forbes's qualifications and experience?
Cameron holds a Bachelor of Commerce from Deakin University and is a Certified Financial Planner. He is a member of the Financial Advice Association of Australia and has extensive experience in the financial services industry.
What can I expect during my first meeting with Cameron Forbes?
During your first meeting, Cameron will take the time to understand your financial situation, goals, and risk tolerance. He will then explain how he can help you achieve your objectives and outline the advice process.
How does Cameron Forbes stay up-to-date with the latest financial regulations?
Cameron is committed to ongoing professional development and regularly participates in industry training programs. He completed Ethics & Professionalism in Financial Advice through Kaplan Professional in 2022 and remains informed on the latest changes to legislation and regulations.
How do I get started with financial planning with Cameron Forbes?
Simply contact Cameron to schedule an initial consultation. He will guide you through the process and answer any questions you may have. Contact information is available on his website.
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