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Cameron Mouat is an investment and financial planning specialist. When constructing a client’s portfolio, Cameron takes a holistic view of all his client’s assets. This ensures adequate risk management and diversification, safeguarding performance across various market conditions and investment opportunities. He spent 16 years overseas working in the financial sector, mainly in London. He worked in equities, foreign exchange, and futures markets for a fund management firm and two global banks, Deutsche Bank and Credit Suisse. Since returning to New Zealand with his wife and four children, Cameron has unwaveringly upheld his commitment to his clients, consistently striving to find the best solutions for them. This dedication and reliability are the cornerstones of his professional approach.
With a Ph.D. in Mathematics and a New Zealand Certificate in Financial Services Level 5, Investments, Cameron’s academic and professional credentials are a testament to his expertise and qualifications. These qualifications and experience underscore his deep understanding of the financial landscape and his ability to provide sound financial advice.
Cameron is a member of Supporting Independent Financial Advisers and Financial Advice New Zealand and holds the Trusted Adviser designation.
When you’re searching for a financial advisor in Nelson, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial advisor in Nelson?”. Locating a good financial advisor can be challenging, but it’s not hard.
Here is how to find a good financial adviser in Nelson:
Even with the use of referrals and association websites, all the hard work is still going to come from your end. This means you’ll have to interview and research the Nelson financial advisor to ensure they’re the best fit for your needs. There is an easier way to find a financial advisor: using Best Financial Advisors helps you mitigate most of the hard work. We provide curated lists of trusted and reputable financial advisors Nelson residents hold in high regard.
Before you begin the process of locating a Nelson finance adviser, you want to be sure the advisor you choose is right for you. All of our Nelson financial advisors are highly rated and carry a proven success rate. However, you may want an advisor who specialises in an area that’s custom-tailored to your goals.
Every financial advisor on Best Financial Advisors carries a wealth of experience and expertise. However, each advisor will likely have their own area of expertise — an aspect that they’re best suited for. If your goals are long-term, short-term, high-risk, or low-risk, you want to be sure the advisor you’re choosing is best for you. Best Financial Advisors helps you cut out the research phase of this stage by providing you with advisors and their listed specialties. Simply look at the adviser’s profile for the “best for” section to find an advisor that matches your needs.
All of our Nelson financial advisors are licensed, authorised, highly reputable. When we choose what financial advisers to provide to our customers, we go through a strict process of research that includes looking into an advisor’s success rate, track record, specialties, and more. Whatever your situation may be, we’re confident you will have no problem finding an adviser who fits your needs and can get the job done.
