Cameron Kelly in

Cameron Kelly

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Financial Planner at Essential Planner Pty Limited
📍 Southport, Queensland, Australia

Cameron Kelly is a Financial Planner at Essential Planner Pty Limited with a proven track record in the industry. A Griffith University graduate, his expertise covers superannuation, wealth creation, retirement planning, and Self-Managed Super Funds, delivering high-quality, tailored advice to a diverse client base.

Cameron is a strong advocate for "goals-based advice," believing that all financial and retirement planning must begin with the clients ultimate objective in mind.

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Experience
15 Years
Current Role
Financial Planner
Location
Southport, Queensland, Australia
Personality Overview

How Cameron shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Cameron cares about

Retirement Planning
Frequently discusses the importance of having a clear strategy to ensure financial funds can sustain a client's ideal retirement lifestyle.
Goals-Based Advice
Emphasizes starting with the ultimate objective in mind when crafting financial strategies, ensuring the plan is tailored to the client's aspirations.
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Career

Work history

8-2018
Financial Planner
Essential Planner Pty Limited
8-2010 - 1-2016
Financial Advisor
IQ Financial
9-2008 - 8-2018
Director, Financial Advisor, Lender, Tax (financial) Advisor
Essential Insight Financial Services
In the press

Media appearances

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Education
Bachelor of Commerce (B.Com.)
Griffith University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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