Cameron Craig McAllister
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000400534
- Location
- Melbourne VIC 3004
- Licensee
- McAllister Wealth Group Pty Ltd (AFSL 535240)
- Authorised since
- 3 December 2021
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Accounting & Finance Marketing, Deakin University (1994); Graduate Diploma of Applied Finance and Investment, Securities Institute of Australia (1998); CPA Program, CPA Australia (2003); Self Managed Superannuation Fund, Tribeca (2006); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Certified Financial Planner, Financial Planning Association of Australia (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Cameron Craig McAllister
Cameron Craig McAllister is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000400534).
The licensee Cameron advises under is McAllister Wealth Group Pty Ltd (AFS licence 535240). That authorisation dates from 3 December 2021.
According to the register, Cameron first provided financial advice in 2006. Qualifications and training on file include Bachelor of Commerce (Accounting & Finance Marketing (Deakin University, 1994), Graduate Diploma of Applied Finance and Investment (Securities Institute of Australia, 1998) and CPA Program (CPA Australia, 2003). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Cameron is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Cameron Craig McAllister a registered financial adviser?
Yes. Cameron Craig McAllister is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000400534.
Which licensee does Cameron Craig McAllister work under?
McAllister Wealth Group Pty Ltd, Australian financial services licence 535240.
What can Cameron Craig McAllister give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.