Anne-Marie Tassoni

Cameron Harrison Private

Gold
15 Yrs Experience
Melbourne, VIC 3000

Managing personal finance is a complex puzzle. It’s an evolving process often requiring a delicate balance of tax effectiveness, asset protection, investment management and family dynamics.

With patience, empathy and specialist expertise, I help clients piece together their puzzle until all the pieces fit seamlessly together.

Over more than a decade, I have developed a depth of experience and expertise in all fundamental aspects of proper wealth management. I work with business owners, families and individuals to develop and execute tailored strategies to bridge the gap from where they are today to where they need to be to achieve their ambitions.

My role is to guide clients along this journey, leaving them with complete confidence, trust in and respect for what we do. In many ways, I am as invested in their plans and experience as they are – their success is my success.

If you would like to know how Cameron Harrison can provide you with your individual investment journey and achieve your wealth objectives, please contact me on 03 9655 5000 or email me at am.tassoni@cameronharrison.com.au.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.88
  • Number of reviews 4
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Cameron Harrison Private

Level 17, North Tower, 80 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Cameron Harrison Private

AFSL 412452