I have been providing advice to Industry Fund members since 2006. I am one of a select group of advisors who may receive referrals for Australian Super members.
I am a government employee defined benefit specialist. In particular I am a genuine expert in all aspects of the PSS and CSS super schemes, including CSS (54/11). I have created a YouTube channel with a series of explainer videos and case studies about the PSS and CSS schemes. The name of the YouTube page is 'Cameron Teague Wealth Advisory'. I worked as a planner in the Canberra office of CSC between 2013 and 2017. I also have extensive experience with DFRDB, MSBS, Unisuper, QSuper and LGIA Super. I am one of very few planners in Australia with extensive experience across federal, state and local government defined benefit schemes. Importantly, I can advise on the structure that will provide the best outcomes across multiple funds including the best mix of defined benefit and regular super funds.
Our practice provides genuine fee for service advice. We are based in Brisbane but also regularly service our satellite office at the Sunshine Coast. We have well established online advice services (Zoom or Microsoft Teams) accessible to clients across Australia as well as our Australian clients who are undertaking overseas postings.
I am highly qualified with a Bachelor of Business and Graduate Diplomas in Financial Planning and Applied Finance and Investment. I am a Certified Financial Planner® I am highly experienced with more than 20 years working as a financial planner. I have a proven track record in providing results driven strategies around wealth accumulation, pension funds, investment strategies and retirement planning.
For more information please visit my website: www.ctwealth.com.au
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Expertise
My feesGet in touchI have operated under a fee for service model since 2002 and was an early adaptor of this approach at a time that the majority of financial planners relied on product-linked commission payment structures. My early adoption of fee for service reflected the beliefs I developed early on in my career around the need for fee transparency and importantly, the need for the separation of advice fees and product. This approach to fees has been fundamental in ensuring that advice I have provided throughout my career has always been in the best interests of my clients. This thinking extends to the fee approach taken at Cameron Teague Wealth Advisory. Once we identify your precise advice needs I will be able to provide you with a cost for advice which will cover the provision of the initial strategy solutions. Implementation costs are optional and quoted separately. I am not paid commissions for any of the products I use. This includes insurance products where I have made the decision to operate under a fee for service model only. After the initial provision of advice, I offer a number of fee-based options for staying on track, including pay-as-you-go meetings, annual review meetings and an ongoing service model. Importantly the price for this model is determined by the extent of the work identified rather than the amount you have invested. I do not charge asset-based fees.
At a glance
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Adviser status
Gold
- First year providing advice 2001
- Years of experience 24
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Highest qualifications
- Graduate Diploma of Applied Finance and Investment
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Cameron Teague Wealth Advisory
Level 13, 10 Market St
Brisbane City, QLD 4000Opening hours
- 9:00am – 1:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
MFG Advice Pty Ltd
AFSL 499010