Financial Adviser
· GROVEDALE, VIC
Cameron James Forbes
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000317778
Cameron James Forbes is a financial adviser based in Grovedale, Victoria, with 18 years of experience in the financial services industry. Cameron is currently authorised under Forbes AFSL Pty Ltd. Cameron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner certification from Financial Planning association of Australia. Cameron is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce
Deakin University
2017
Certified Financial Planner certification
Financial Planning association of Australia
2022
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional