Cameron Ogle
Financial Adviser
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About
Cameron Ogle is an ASIC-registered financial adviser based in Upwey, Victoria, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Services (Financial Planning) obtained in 2005 and a Graduate Diploma of Financial Planning completed at Kaplan in 2024, Cameron possesses a strong foundation of knowledge and a commitment to ongoing professional development. Cameron is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He is passionate about guiding clients through the complexities of financial decision-making, ensuring they have a clear understanding of their options and a well-defined path to financial security. Key services include: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Retirement planning strategies • Retirement Savings Accounts • Guidance on Government Debt Securities Whether you're planning for retirement, seeking to protect your family's future with insurance, or need assistance with your superannuation, Cameron is here to provide expert advice and personalized solutions. Contact Cameron today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Cameron Ogle offer?
Cameron Ogle provides advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), retirement planning, Retirement Savings Accounts, and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What qualifications does Cameron Ogle have?
Cameron holds a Diploma of Financial Services (Financial Planning) from Financial Services Training & Assessment Pty Ltd (2005) and a Graduate Diploma of Financial Planning from Kaplan (2024).
What is the process of working with Cameron Ogle?
The process typically starts with an initial consultation to discuss your financial situation, goals, and concerns. Cameron will then gather relevant information, analyze your needs, and develop a personalized financial plan. He will explain the plan in detail and work with you to implement it. Regular reviews will ensure your plan remains aligned with your evolving circumstances.
How can retirement planning advice from Cameron Ogle benefit me?
Cameron can help you create a retirement plan that maximizes your savings, manages your investments, and ensures you have a comfortable and secure retirement. He will consider your risk tolerance, time horizon, and income needs to develop a tailored strategy.
What should I expect during my first meeting with Cameron?
During your first meeting, you can expect to discuss your financial goals, current situation, and any concerns you may have. Cameron will ask questions to understand your needs and provide an overview of how he can help you achieve your objectives. This initial consultation is an opportunity for you to get to know Cameron and determine if he is the right financial adviser for you.
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