Cameron Spears

Private Wealth Adviser

Background

Cameron has over 20 years of experience working in financial advisory services, specialising in retirement planning and wealth management. Since joining Ord Minnett Adelaide in 2005, Cameron has built a successful wealth management business providing personalised financial planning and direct investment advice to a select group of private individuals and families.

With extensive experience as a financial planner, investment adviser, and more recently as a tax adviser in financial services, Cameron offers comprehensive wealth management and retirement planning solutions tailored to each client’s unique circumstances.

He supports clients throughout every stage of their financial journey, beginning with wealth accumulation and insurance, progressing through the transition to retirement and pension drawdown strategies, and ultimately guiding them through family planning. Each stage presents its own complexities, requiring thoughtful and strategic advice.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Graduate Diploma of Applied Finance & Investment
  • Diploma of Financial Services (Financial Planning)
  • Bachelor of Business (International Business)

Certifications

  • Registered Tax (Financial) Adviser, Tax Practitioners Board

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Life risk insurance
  • Retirement planning
  • Superannuation & SMSF

Office

Adelaide
Level 5 / 100 Pirie St Adelaide SA 5000
(08) 8203 2500
adelaide@ords.com.au

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