“My philosophy is simple – to help clients fulfill their goals, achieve financial success, and ultimately, deliver peace of mind.”
For over a decade, Anne-Marie Tassoni has built a career on listening and perpetual self-development. Her post-graduate education includes becoming a CFP® practitioner – the highest certification available to financial advisors worldwide – and she’s gained a stellar reputation for delivering excellence in integrated wealth management and advice services. Her clients benefit from her acute technical expertise in planning, superannuation, investment management and strategy, estate planning and risk management. Anne-Marie’s wealth of knowledge and natural affinity for identifying client needs form an invaluable part of the Cameron Harrison picture.