Protect, grow, and retire well with Camden Wealth Advisers. Let us guide you through your financial journey by helping to protect and grow your wealth so that you can retire well. Our boutique Financial Advice practice is located in the Macarthur area. We provide holistic, personalised, and bespoke financial plans to guide our clientele as they navigate life. We go above and beyond to ensure that our clients are well looked after.
At Camden Wealth Advisers, we start by uncovering your unique personal circumstances and considering your dream lifestyle. We tailor our approach to your current and future goals to help you move towards achieving these goals.
We enjoy developing and cultivating collaborative partnerships, working with a range of industry providers, experts and other specialised providers to ensure that the advice you receive meets and fits your needs.
We look forward to meeting you and working with you on your advice journey.
Camden is a historic township nestled on the fertile banks of the Nepean River to the South-West of Sydney. Before European settlement, the area of Camden was a boundary point for a range of Aboriginal Groups. The site provided medicines, water, and shelter and was known for its excellent hunting and fishing. Camden's European heritage dates to 1840.
Camden's surrounding areas are often credited with being the location of missing livestock (sometimes termed “the Cow Pastures”). Camden is the founding heartland of many varied agricultural pursuits and strong historical female figures.
Camden is one of the most beautiful towns globally, and everything you could want can be found within the area. The community feel that you are treated the same whether you have lived here your whole life (like me) or moved into the area. The township of Camden is renowned for its friendliness, energy and rich cultural diversity. It is a way of being and acting towards others;
helping your mates
caring for others
being honest & straight forward
striving to be the best
It is this “Wealth” that we are trying to replicate through our advice business.
A Bit About Me
I grew up in the Camden area, attended a local High School and now have my home in this area. I spent around 20 years in education as a teacher and middle leader in various schools in the area. I have over ten years of experience in Financial Planning, working in the Macarthur area for multiple practices.
My educational achievements include:
Bachelor of Social Science from UNSW
Diploma Education (Secondary) from the University of Sydney
Advanced Diploma (Financial Planning)
Graduate Diploma (Psychology) from Charles Sturt University
Attainment of all FASEA requirements
I currently hold an AFP designation with the Financial Planning Association of Australia (FPA).
In my spare time, I enjoy travelling. I am an avid Equestrian and spend time volunteering and coaching at the local Pony Club (Cobbitty Pony Club). In 2021 I was appointed to the Education and Development Committee of Pony Club Australia. I currently hold a Level 1 PCA NCAS Qualification. I also support a range of Equestrian competitions as a volunteer as needed.
I enjoy the variety that financial planning affords. I get the opportunity to meet a range of people from all walks of life and at all stages. I am a strong believer in educating my clients so that they can enhance their financial position and achieve an even better tomorrow.
Camden Wealth Advisers ABN 61 654 002 070 is an Authorised Representative of; Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries, including potentially some corporate authorised representatives of Count Financial Ltd.