Cameron Harrison is an Australian wealth management firm that provides integrated investment management, wealth planning and specialist advice to clients with significant or complex financial affairs.

We help clients bring structure, discipline and clarity to their wealth. Our work commonly spans portfolio management, asset allocation, retirement planning, estate and intergenerational planning, business succession, family governance, philanthropy, tax strategy coordination, asset protection and long-term legacy planning.

Relevant links: About Us; Stewards of Wealth; Investment Solutions; Wealth Management Solutions.

Cameron Harrison works with private individuals, families, entrepreneurs, business owners, not-for-profit organisations, family offices and significant wealth owners.

Many clients come to us because their financial lives have become more complex. They may have business interests, family structures, trusts, investment portfolios, superannuation, philanthropic goals, succession needs or multiple advisers who need to be coordinated within one clear strategy.

We are generally best suited to clients who value a long-term, partner-led advisory relationship and who require more than transactional investment management.

Relevant links: Business Owners; Families; Individuals; Not-for-Profit; Significant Wealth Owner Solutions.

Cameron Harrison is best suited to clients who have meaningful wealth, significant complexity or important long-term planning decisions to make.

Our current FAQ refers to wealth strategies from $1 million upwards. The right fit depends not only on portfolio size, but also on the complexity of your affairs, the level of advice required and the value you place on long-term continuity.

• individuals who have accumulated wealth and want disciplined investment oversight;

• families seeking to protect, grow and transfer wealth across generations;

• business owners planning growth, succession, sale or retirement;

• significant wealth owners requiring integrated family office-style support;

• not-for-profit organisations seeking investment governance, risk management and reporting.

Cameron Harrison's approach is partner-led, integrated and long term. Rather than focusing only on investment products, we seek to understand the full picture of a client's wealth, family, business, structures, risk and long-term purpose.

Our advice is designed to bring together investment management, wealth planning, governance, business advisory and specialist technical input where required. We place particular emphasis on understanding clients deeply, managing detail carefully and providing continuity through different stages of life, business and family wealth.

Relevant links: Stewards of Wealth; Our People.

Cameron Harrison combines elements of investment management, private wealth advice and family office-style coordination.

For some clients, our role is primarily to manage investments. For others, our role is broader: helping coordinate advisers, design wealth strategy, oversee reporting, structure family governance, plan business succession or manage the transition from active business wealth to passive investment wealth.

The right service model depends on your circumstances, objectives and the level of complexity involved.

Cameron Harrison operates in Melbourne, Victoria and Sydney, New South Wales. Our Melbourne office is located at Level 17, North Tower, 80 Collins Street, Melbourne VIC 3000. Our Sydney office is located at Level 26, 1 Bligh Street, Sydney, NSW 2000.

We regularly work with clients whose affairs extend beyond Melbourne and Sydney, including families, business owners and investment structures with national or international elements. Meetings may be held in person or virtually, depending on the nature of the relationship and your needs.

Relevant links: Contact Us.

Every client is supported by a dedicated team led by a Partner. The team is structured to bring together complementary skills across strategy, investment management, portfolio oversight, administration and specialist advice.

The aim is continuity. We want clients to work with people who understand their objectives, family, structures, risk preferences and long-term priorities over time.

Relevant links: Our People.

Yes. Cameron Harrison places a high value on long-term relationships and continuity of advice.

Over time, that continuity helps the team understand your financial affairs in depth, anticipate issues, coordinate with your other advisers and adapt your strategy as your circumstances change. This is particularly important for families, business owners and significant wealth owners whose needs may evolve across decades and generations.

The first meeting is a discovery conversation. It is usually led by a Cameron Harrison Partner and is designed to understand your circumstances, objectives, concerns and priorities.

We will usually discuss your current financial position, investment arrangements, family or business structures, existing advisers, major decisions ahead and the areas where you need support. We will also explain how Cameron Harrison works and which service areas may be relevant.

After the meeting, we can determine whether there is a suitable basis for an ongoing relationship or a defined scope of advice.

You do not need to have everything perfectly organised before the first meeting. It is helpful, however, to bring or have access to information that gives a clear picture of your financial affairs.

The purpose is not to review every detail immediately. It is to understand the shape of your affairs and identify the areas requiring deeper work.

• current investment portfolio details;

• superannuation or SMSF information;

• trust, company or family group structure summaries;

• recent tax or financial statements;

• estate planning documents;

• business ownership or succession information;

• details of existing advisers;

• a list of goals, concerns or decisions you want to address.

Cameron Harrison begins by understanding your objectives, risks, time horizon, family circumstances, investment needs and decision-making preferences.

From there, we develop a strategy that may include investment policy, portfolio construction, wealth planning, retirement income planning, estate and intergenerational planning, business succession, tax strategy coordination, asset protection and governance. The scope depends on your needs.

For complex clients, the process may also involve working with lawyers, accountants, bankers, trustees or other professional advisers to ensure the strategy is coordinated and implemented properly.

Yes. Many Cameron Harrison clients already have accountants, lawyers, bankers, trustees or other specialist advisers.

Our role is often to bring the different elements together so that advice is coordinated rather than fragmented. We can work alongside your existing advisers, or help identify specialist providers where additional expertise is required. The objective is to ensure your investment, business, tax, estate, legal and family considerations are aligned within a single strategy.

Review frequency depends on your service arrangement, portfolio and circumstances. Cameron Harrison provides ongoing monitoring and regular formal reporting for investment management clients, and strategic reviews for broader wealth management relationships.

Some matters require scheduled review, such as portfolio performance, asset allocation, investment policy and reporting. Others may be event-driven, such as a business sale, inheritance, retirement, market disruption, family transition, change in tax law, major liquidity event or estate planning change.

Cameron Harrison's primary focus is long-term advisory and investment relationships. However, some clients may require a defined specialist advice project before determining whether ongoing support is appropriate.

Examples may include a business succession review, family governance project, investment policy formulation, portfolio risk review, post-sale wealth planning exercise or significant wealth framework assessment.

The appropriate scope will depend on the complexity of the issue and the outcomes required.

Cameron Harrison's Investment Solutions provide tailored investment management across strategy formulation, asset allocation, portfolio construction, investment selection, risk management, custody, administration and reporting.

Depending on your circumstances, your portfolio may involve a single asset class strategy, a bespoke asset allocation strategy or a multi-asset class strategy. The objective is to align your investment portfolio with your goals, risk tolerance, time horizon, liquidity requirements and broader wealth strategy.

Relevant links: Investment Solutions.

Cameron Harrison's investment philosophy is grounded in disciplined capital management, responsible risk management, sustainable income and long-term decision-making.

We focus on areas where we have deep experience, seek steady and repeatable outcomes, and place strong emphasis on managing downside risk. Our approach is not to chase short-term market noise, but to construct and manage portfolios with a clear purpose, defined parameters and long-term discipline.

Cameron Harrison manages investment risk by first understanding your objectives, time horizon, liquidity needs and risk tolerance, then designing an investment strategy that reflects those factors.

Risk management may include asset allocation, diversification, quality screening, scenario analysis, portfolio monitoring, investment policy formulation, liquidity management and regular performance review. We also consider risks such as volatility, inflation, interest rates, currency exposure, concentration risk and funding requirements.

The goal is not to eliminate risk entirely. It is to take risk deliberately, understand it clearly and manage it within agreed parameters.

Cameron Harrison's investment capabilities include Australian equities, global equities, fixed income, cash and treasury management, property and real assets, private investments and multi-asset class strategies.

The right asset mix depends on your objectives, risk tolerance, investment horizon, income needs, tax position, liquidity requirements and broader wealth strategy. Not every asset class is suitable for every client.

Cameron Harrison can manage portfolios on a discretionary basis where this is appropriate and agreed under the relevant service arrangement.

A discretionary arrangement allows the investment team to manage the portfolio within agreed mandate parameters without seeking separate approval for every transaction. This can improve discipline, responsiveness and implementation, while still operating within the strategy and authority agreed with the client.

The terms of any discretionary mandate should be clearly documented before implementation.

Clients receive transparent reporting designed to show portfolio holdings, performance, strategy and relevant portfolio activity.

Clients have online access to view portfolio information through the relevant platform or custodian, and receive formal reporting at agreed intervals. Reporting may include portfolio valuation, performance, attribution, asset allocation, income, transactions and strategy commentary, depending on the service arrangement.

Yes, where information is available and the service arrangement supports it, Cameron Harrison can provide consolidated reporting across multiple asset types.

This may include listed securities, cash, fixed income, managed funds, private investments, property, currency exposures and other relevant holdings. For significant wealth owners and family groups, consolidated reporting can be especially valuable because it helps provide one clearer view of total wealth, risk and performance.

An investment policy sets the purpose, objectives, risk parameters and management framework for a portfolio.

It may define return objectives, income needs, asset allocation ranges, liquidity requirements, risk limits, governance responsibilities, ethical preferences, reporting needs and review processes. For families, significant wealth owners and not-for-profit organisations, an investment policy can create discipline, accountability and consistency in decision-making.

Relevant links: Investment Solutions; Wealth Management Solutions; Not-for-Profit.

Yes. Cameron Harrison can consider ethical, responsible investment or ESG preferences as part of portfolio construction where this is appropriate for the client's objectives.

This may involve screening out particular sectors, prioritising certain investment characteristics or incorporating sustainability preferences into the portfolio mandate. Any ethical or ESG preferences should be balanced with risk, diversification, liquidity, income and return objectives.

In Cameron Harrison's current custody model, client assets are held through an independent custodian or platform in separately identifiable accounts. The investments are not held on Cameron Harrison's balance sheet.

The exact ownership and custody arrangements depend on the platform, product and service selected. Clients should refer to the relevant disclosure documents, platform documents and agreements before investing.

Relevant links: Product Disclosure Register; Financial Services Guide.

Client assets are held by an independent custodian, currently Netwealth, in separately identifiable accounts.

Using an external custodian helps separate client assets from Cameron Harrison's own business and provides an additional layer of administration, reporting and oversight. Clients should review the relevant platform documents and product disclosure materials before proceeding.

Relevant links: Product Disclosure Register.

Cameron Harrison's Wealth Management Solutions provide integrated advice across investment management, wealth planning, retirement planning, tax strategy coordination, asset protection, estate planning, philanthropy and multigenerational wealth transmission.

The aim is to create a clear plan that connects your investments, structures, family needs, business interests and long-term goals. This is particularly valuable where financial affairs are complex, multi-entity or spread across several advisers.

Relevant links: Wealth Management Solutions.

Investment management focuses on managing your portfolio. Wealth management looks at the broader picture of your financial life.

Investment management may involve asset allocation, portfolio construction, stock or fund selection, risk management and reporting. Wealth management may also include retirement planning, superannuation, estate planning, tax strategy coordination, asset protection, philanthropy, family governance, succession and coordination with other advisers.

Many clients require both.

Yes. Cameron Harrison can assist with retirement planning as part of a broader wealth management strategy.

Retirement planning may include investment income strategy, superannuation planning, pension structuring, asset allocation, tax considerations, estate planning, liquidity management and long-term cash flow needs. The aim is to help clients move from wealth accumulation to sustainable income and capital management with confidence.

Yes. Cameron Harrison can assist with superannuation strategy and investment management where this forms part of a client's broader wealth plan.

This may include portfolio management for superannuation assets, investment policy, asset allocation, retirement income strategy, contribution and pension considerations, and coordination with accountants or SMSF specialists. The appropriate advice depends on your fund structure, member circumstances and regulatory requirements.

Yes. Cameron Harrison assists with estate planning strategy and intergenerational wealth transfer as part of broader wealth management.

Estate planning often requires legal documentation, so Cameron Harrison may work with your lawyer or estate planning specialist to ensure the strategy is properly documented and implemented. Our role is to help ensure your wealth transfer intentions, family dynamics, investment structures, tax considerations and governance needs are considered together.

No. Wills, powers of attorney, trust deeds and other legal documents should be prepared by qualified legal practitioners.

Cameron Harrison can help you identify the strategic issues that need to be addressed, coordinate with your lawyers and ensure the estate planning work aligns with your broader wealth strategy, investment arrangements, family circumstances and long-term objectives.

Cameron Harrison can advise on tax strategy as part of an integrated wealth plan, but specialist tax advice and tax return preparation may require coordination with your accountant or tax adviser.

Our role is to help ensure that investment, structuring, business, superannuation, estate and philanthropic decisions are considered in light of tax outcomes. The objective is not simply to minimise tax, but to optimise outcomes within the law and within your broader objectives.

Yes. Cameron Harrison can assist with asset protection strategy as part of wealth management or specialist advice.

Asset protection may involve reviewing how wealth is owned, where risk sits, how entities interact, whether business and personal wealth are appropriately separated, and how estate planning, insurance, succession and governance arrangements support long-term protection. Specialist legal and tax input may be required.

Yes. Cameron Harrison can help clients develop philanthropic strategies as part of their broader wealth and legacy planning.

This may include clarifying giving objectives, considering philanthropic structures, coordinating with advisers, integrating philanthropy with estate planning, and helping families make decisions about charitable giving across generations.

Cameron Harrison approaches intergenerational wealth transfer by considering both the technical and human dimensions of family wealth.

This may include estate planning, family governance, education of the next generation, investment policy, trusts and structures, business succession, philanthropy, communication frameworks and decision-making processes. The goal is to help wealth transfer in a way that reflects the family's values, reduces confusion and supports long-term stewardship.

Cameron Harrison helps business owners connect their business decisions with their personal, family and investment wealth strategy.

Business owners often carry concentrated risk in their operating business. We help consider how that business risk interacts with personal wealth, investment portfolios, asset protection, tax strategy, retirement, succession, estate planning and family objectives.

Relevant links: Business Owners; Specialist Advice Solutions.

Yes. Cameron Harrison assists business owners with succession and business transition planning.

This may include preparing for sale, transitioning ownership to family members, planning a management buyout, extracting capital, diversifying personal wealth, addressing family governance, coordinating advisers and integrating the proceeds or retained interests into a broader wealth plan.

Succession is not only a business issue. It is also a personal, family, tax, investment and legacy issue.

A business owner should ideally start succession planning well before they intend to sell, transition or step back.

Early planning can help improve optionality, reduce risk, prepare the business, address family expectations, improve governance, structure ownership appropriately and align personal wealth planning with business outcomes. Waiting until a transaction is imminent can limit choices and increase pressure.

Specialist Advice Solutions are Cameron Harrison's technical advisory services for complex or specific wealth, business, family and governance issues.

These may include business owner planning, succession and transition planning, family business advice, family governance and charters, asset and wealth protection, taxation structuring coordination, business transactions, project planning, philanthropy and governance advisory.

Relevant links: Specialist Advice Solutions.

Family business advice helps business-owning families manage the relationship between family, ownership, business operations and wealth.

Common issues include succession, remuneration, conflict, family members working inside or outside the business, governance, culture, decision-making, ownership structures, estate planning and the transition from active business wealth to passive investment wealth.

Cameron Harrison's approach seeks to bring structure, objectivity and a long-term plan to these issues.

A family charter is a governance document that sets out shared principles, decision-making processes and expectations for a family group.

It may address family values, ownership, investment governance, business participation, conflict resolution, communication, education of the next generation, philanthropy and succession. A charter is especially useful where wealth, business interests or family decision-making involve multiple generations.

FaBrs™ is Cameron Harrison's 15-factor framework designed to help business owners and families address complexity across strategy, structure and conduct.

The framework is used to assess and prioritise issues across business activity, passive wealth, family involvement, governance, succession, risk, intergenerational wealth transfer and long-term purpose. It can be applied broadly or focused on selected issues, depending on the family's needs.

Relevant links: Specialist Advice Solutions.

Significant Wealth Owner Solutions are Cameron Harrison's bespoke, family office-style services for individuals and families with substantial or complex wealth.

This service is designed for clients whose financial affairs may include multiple investment portfolios, business interests, trusts, properties, private investments, family governance needs, philanthropic objectives and advisers across different disciplines.

The objective is to simplify complexity by creating an integrated strategy, clear governance and consolidated oversight.

Relevant links: Significant Wealth Owner Solutions.

You may need Significant Wealth Owner Solutions if your wealth has become difficult to manage through ordinary investment or financial advice arrangements.

Common signs include multiple advisers operating separately, complex family structures, several entities, private investments, a recent business sale, family office arrangements, philanthropic commitments, intergenerational issues, governance needs or difficulty obtaining one clear view of total wealth and risk.

Family office-style support means coordinated oversight across the different parts of a family's wealth.

This may include investment management, consolidated reporting, family governance, adviser coordination, succession planning, philanthropy, estate planning coordination, entity review, risk management, education of the next generation and support for major family financial decisions.

Cameron Harrison's role may be to act as a central strategic adviser, helping the family manage complexity and maintain alignment over time.

For some clients, Cameron Harrison can provide an alternative to establishing a standalone family office. For others, we may support or strengthen an existing family office.

The right model depends on the family's size, complexity, cost base, staffing needs, governance requirements and desired level of control. Cameron Harrison can help assess whether a dedicated family office, outsourced family office model or hybrid structure is appropriate.

Cameron Harrison supports family governance by helping families define how decisions are made, who is involved, what values guide the family, how investments are governed and how responsibilities move across generations.

This may include family charters, investment committees, family councils, governance frameworks, education programs, meeting structures, reporting processes and adviser coordination. The purpose is to reduce ambiguity and support clear, accountable decision-making.

Yes. Cameron Harrison often assists clients before, during and after major liquidity events such as the sale of a business, inheritance, asset sale or corporate transaction.

After a liquidity event, the challenge is often moving from concentrated active wealth to diversified passive wealth. This may involve treasury management, staged investment, tax coordination, risk management, estate planning, family communication, philanthropy, governance and long-term portfolio construction.

Cameron Harrison assists not-for-profit organisations with investment strategy, risk management, governance, reporting and long-term financial stability.

Not-for-profit organisations often need to balance capital preservation, income requirements, mission alignment, stakeholder accountability and board or investment committee oversight. Cameron Harrison can help create an investment framework that supports the organisation's purpose and funding needs.

Relevant links: Not-for-Profit.

Yes. Cameron Harrison can help not-for-profit organisations develop an investment policy that defines objectives, risk tolerance, asset allocation, liquidity needs, income requirements, ethical considerations, governance responsibilities and reporting requirements.

An investment policy helps boards and investment committees make consistent decisions and demonstrate accountability to stakeholders.

Reporting can be tailored to the governance needs of the organisation. This may include portfolio valuation, asset allocation, performance, income, risk measures, mandate compliance, attribution and strategy commentary.

The goal is to provide clear information that supports board oversight, investment committee decision-making and stakeholder accountability.

Yes, where appropriate. Some not-for-profit organisations require different pools of capital to be managed for different purposes.

For example, one pool may support near-term funding needs, another may be managed for long-term capital growth, and another may be governed by specific ethical or liquidity constraints. Cameron Harrison can help define these mandates and integrate them into the organisation's broader funding strategy.

Cameron Harrison operates to a transparent, tiered fee model aligned with clients' interests.

Investment management fees are generally based on assets managed, with rates that may scale down for larger portfolios. Fees for broader wealth management, specialist advice or family office-style work are charged on an hourly fee-for-service basis, as agreed in advance, and may depend on the scope, complexity and nature of the engagement.

The relevant fee arrangement should be confirmed in writing before you proceed.

Relevant links: Financial Services Guide; Product Disclosure Register.

Cameron Harrison operates on a fee-for-service basis and does not accept product commissions or selling fees from investments.

If placement fees are unavoidable and received, such as from bond or hybrid offers, those fees are rebated in full to the client. Clients may still incur third-party costs such as brokerage, custody or platform fees, which should be disclosed separately.

Please refer to the Financial Services Guide and relevant disclosure documents for formal fee and conflict information.

Relevant links: Financial Services Guide; Product Disclosure Register.

Yes. Depending on your portfolio and service arrangement, you may incur third-party costs such as brokerage, custody, platform, administration, product, accounting, legal or specialist adviser fees.

Direct third-party charges such as custody or brokerage are passed on at cost to the client and are not a benefit to Cameron Harrison. The specific costs relevant to you should be confirmed before implementation.

Cameron Harrison is an independent wealth management firm and states that its approach is not driven by product commissions or product quotas.

The practical meaning of independence should be assessed by reviewing the relevant Financial Services Guide, engagement documents, fee disclosures, product arrangements and conflict management processes.

Relevant links: Financial Services Guide.

Yes. Cameron Harrison Private Pty Ltd holds ABN 53 153 020 252 and AFSL No. 412452 and is authorised to provide financial services and advice.

Cameron Harrison Asset Management Pty Ltd holds ABN 90 153 020 029 and AFSL No. 412454 and is authorised to provide financial services and advice to wholesale clients only.

Clients should refer to Cameron Harrison's Financial Services Guide and relevant disclosure documents for the formal scope of services, authorisations and limitations.

Relevant links: Financial Services Guide; Product Disclosure Register.

Both. The appropriate service and entity depend on your circumstances and client classification.

Cameron Harrison Private Pty Ltd is authorised to provide financial services and advice. Cameron Harrison Asset Management Pty Ltd is authorised to provide financial services and advice to wholesale clients only. Some investment strategies, services or product options may only be available to clients who meet wholesale client requirements.

Client classification and service eligibility should be confirmed before any advice or investment service is provided.

Cameron Harrison's Financial Services Guide is available through the Cameron Harrison website.

The Financial Services Guide should be read before engaging Cameron Harrison. It explains important information about the services offered, how fees may be charged, relationships and associations, complaints processes and other disclosure matters.

Relevant links: Financial Services Guide; Product Disclosure Register.

Product disclosure documents are available to clients through a quarterly updated register.

The register includes relevant platform documents and product disclosure statements for products that may be used in investment strategies or client portfolios. Your portfolio may not be invested in all listed assets at all times.

Relevant links: Product Disclosure Register.

Cameron Harrison's approach is to align advice with client interests, operate transparently and avoid product-driven recommendations.

Clients should review the Financial Services Guide and engagement documents to understand how conflicts are identified, disclosed and managed. You should also ask your adviser how fees, product selection, platform arrangements and third-party relationships may apply to your circumstances.

Relevant links: Financial Services Guide.

No. The information on the Cameron Harrison website is general information only unless expressly stated otherwise.

It does not take into account your objectives, financial situation or needs. You should consider whether the information is appropriate for your circumstances and seek professional advice before making decisions.

Relevant links: Terms & Conditions.

Client assets are held through an independent custodian or platform in separately identifiable accounts, independent of and free of Cameron Harrison.

This structure helps separate client assets from their engagement of Cameron Harrison. It also supports administration, reporting and oversight through the platform or custodian. Clients should review the relevant platform and product documents before investing.

Relevant links: Product Disclosure Register.

Formal agreements are put in place to manage portfolios, but Cameron Harrison cannot withdraw or transfer funds except as pre-authorised by the client for managing investments under the agreed arrangement.

The exact authorities, controls and permissions should be reviewed in the relevant platform documents, investment agreements and service documents before you proceed.

Yes. Online access is through the custodian or platform, allowing clients to view account information.

The available reporting, access and functionality will depend on the platform, custodian and service arrangement.

Cameron Harrison's Privacy Policy states that safeguarding personal information is important and that personal information may be stored physically and electronically, with access restricted to authorised persons.

The Privacy Policy also states that Cameron Harrison may use third-party storage providers subject to contractual arrangements requiring them to protect and secure information. Clients should review the Privacy Policy for full details.

Relevant links: Privacy Policy.

Cameron Harrison may provide personal information to your representatives or agents, including your legal adviser or accountant, where this occurs with your consent.

This can be important where Cameron Harrison is coordinating advice with accountants, lawyers, trustees, bankers or other professional advisers as part of an integrated wealth plan.

Relevant links: Privacy Policy.

If you have a concern, you should first contact your Cameron Harrison relationship manager or their immediate superior and explain the issue.

Cameron Harrison's Privacy Policy states that if the issue cannot be resolved promptly, you may contact the Managing Partner, by telephone on +61 3 9655 5000 or in writing to Cameron Harrison, GPO Box 1559, Melbourne VIC 3001.

The Privacy Policy also states that Cameron Harrison Private Pty Ltd is a member of the Australian Financial Complaints Authority, member number 28688. Clients should refer to the current Privacy Policy and Financial Services Guide for full complaints information.

Relevant links: Privacy Policy; Financial Services Guide.

The first step is to contact Cameron Harrison and arrange an initial conversation.

A Partner will seek to understand your financial situation, goals, concerns and the type of support you require. If Cameron Harrison is able to assist, we will outline the proposed scope, service model, fee structure and next steps before any formal engagement begins.

Relevant links: Contact Us; Organise a Meeting.

The onboarding timeframe depends on the complexity of your affairs, the services required and how quickly relevant information can be gathered and reviewed.

A straightforward investment management relationship may be faster to establish than a broader wealth management, business succession or significant wealth engagement involving multiple entities, advisers or family members. Cameron Harrison will explain the likely process and information requirements at the outset.

Onboarding may involve identity verification, financial information, investment portfolio details, superannuation or SMSF information, tax and entity structures, estate planning documents, business information, existing adviser details and relevant disclosure or authority forms.

The information required will depend on the services being provided and any regulatory, platform, custodial or anti-money laundering requirements.

Yes. Some clients begin with investment management or a defined specialist advice issue, then expand the relationship as their needs evolve.

For example, a client may begin with portfolio management and later require estate planning coordination, business succession advice, family governance or significant wealth owner services. The scope can be reviewed as your circumstances change.

You can contact Cameron Harrison by phone, email or through the website.

Melbourne office: Level 17, North Tower, 80 Collins Street, Melbourne VIC 3000. Phone: +61 3 9655 5000.

Sydney office: Level 26, 1 Bligh Street, Sydney NSW 2000. Phone: +61 2 8226 8588.

Email: info@cameronharrison.com.au

Relevant links: Contact Us; Organise a Meeting.

If you would like to understand whether Cameron Harrison is the right fit for your circumstances, please contact our team or organise an introductory meeting with a Partner.

Organise a Meeting | Contact Us