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Alisha Cameron

Financial Adviser

Planrite Advice Group
Horsham, VIC 3400

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About

Alisha Cameron is an ASIC-registered financial adviser based in Horsham, VIC, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Alisha holds an Advanced Diploma and Graduate Diploma of Financial Planning from Kaplan Professional, demonstrating a strong commitment to education and professional development. Furthering her expertise, Alisha has completed specialized courses in economic and legal contexts, ethics, and client engagement. As a Fellow Chartered Financial Practitioner (FChFP) and a member of the Financial Advice Association of Australia (FAAA), Alisha adheres to the highest standards of professionalism and ethical conduct. She is authorized to provide advice on a comprehensive range of financial products, ensuring her clients receive well-rounded guidance. Alisha's expertise covers: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, building your wealth, or seeking to protect your assets, Alisha provides personalised and practical advice to help you make informed decisions. Contact Alisha today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Wealth Accumulation Superannuation Strategies Investment Advice Insurance Planning Risk Management

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000552144

Verify on ASIC Register

Authorised Representative Number

000338142

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Alisha Cameron offer?

Alisha Cameron provides advice on a range of financial products, including superannuation, insurance, wealth management, retirement planning, and various investment options like life insurance, securities, and government debt securities.

What qualifications does Alisha Cameron have?

Alisha holds an Advanced Diploma and Graduate Diploma of Financial Planning from Kaplan Professional, along with specialized certifications in ethics, legal contexts, and client engagement. She is also a Fellow Chartered Financial Practitioner (FChFP).

How can Alisha Cameron help me with retirement planning?

Alisha can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes strategies for maximizing your superannuation, managing investments, and ensuring a comfortable retirement income.

What is the process of working with Alisha Cameron as my financial adviser?

The process typically involves an initial consultation to discuss your financial situation and goals, followed by the development of a personalized financial plan. Alisha will then provide ongoing support and advice to help you implement and manage your plan.

What should I expect during my first meeting with Alisha Cameron?

During your first meeting, you can expect to discuss your current financial situation, your goals for the future, and any concerns you may have. Alisha will listen carefully and ask questions to gain a thorough understanding of your needs, and explain how she can help.

Get in Touch

Contact Alisha directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.