Financial Adviser
· MELBOURNE, VIC
Cameron Clifford Purdy
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243659
Cameron Clifford Purdy is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Cameron is currently authorised under Steward Wealth 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 Bachelor of Science/Education from University of Queensland. Cameron is a member of Finance Brokers Association of Australia (FBAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Science/Education
University of Queensland
2011
Accredited Derivatives Adviser 1 and 2
ASX
2016
Diploma of Financial Planning
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan