Cameron Taylor

Examiner
DISC Type : sc

Financial Adviser at Private Wealth Partners

Sydney, New South Wales, Australia

Overview

Cameron is a Financial Adviser at Private Wealth Partners, where he provides holistic financial advice. He holds a Master of Financial Planning and a Bachelor of Arts in Psychology, with specialist qualifications in Self-Managed Superannuation Funds. He began his career in the industry in 2006.

Outside of his professional life, Cameron is a keen sportsman who plays golf, tennis, and participates in triathlons. A passionate traveler, he also enjoys watching cricket and rugby and dedicates time to fundraising and supporting various charities.

Before his career in finance, Cameron founded and managed a bar equipment and catering services business.

Personality Overview

Late Adopter

Process Oriented

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Holistic Wealth Advice
His entire practice is built around providing comprehensive and holistic financial advice to clients, covering all aspects of their financial lives.
Self-Managed Super Funds
He holds specialist qualifications in Self-Managed Superannuation Funds (SMSF), indicating a deep expertise in this specific area of Australian financial planning.
Entrepreneurship
He has direct experience as a business owner, having founded and managed a party hire and catering company before becoming a financial adviser.

Media Appearances

Cameron has no verified media appearances

Work History

1-2015
Financial Adviser at Private Wealth Partners
11-2013 - 12-2014
Associate Adviser at Private Wealth Partners
12-2009 - 1-2014
Manager and Owner at Taylor Brother Bar & Keg Co
8-2008 - 9-2009
Client Services Manager at Shadforth Financial Group Ltd

Education

2017 - 2018
Master of Financial Planning from Kaplan Professional
2016 - 2017
Graduate Diploma of Financial Planning from Kaplan Professional

More Information

Social Presence :

Prographics :

Exp : 16 Location : Sydney, New South Wales, Australia Job Level : N/A Designation : Financial Adviser at Private Wealth Partners
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Insights For Selling To Cameron

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cameron is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Cameron

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Cameron move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Cameron take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Cameron

Personality Compatibility


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