Data sourced from ASIC Financial Advisers Register
Financial Adviser · GEELONG, VIC

Alison Joy Cameron

GEELONG, VIC
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001255100
Practice
Kelly & Associates Financial Services
Geelong, VIC (practice address on ASIC register)
Licensed through Politis Investment Strategies
View practice

About Alison Joy Cameron

Alison Joy Cameron is a financial adviser based in Geelong, Victoria, with 9 years of experience in the financial services industry since 2017. Alison works at Kelly & Associates Financial Services, which is licensed through Politis Investment Strategies. Alison holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alison's qualifications include a Bachelor of Arts/Bachelor of Commerce from Deakin University. Alison is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation issued and Approved Product List.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Arts/Bachelor of Commerce
Deakin University
2010
Graduate Diploma of Chartered Accounting
Institute of Chartered Accountants
2017
Diploma in Financial Planning
International Institute of Technology (IIT)
2020
FPC002B Ethic & Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd
May 2017 - Present Current
Financial product advice restricted as per Notice of Authorisation issued and Approved Product List.

Source: ASIC Financial Advisers Register