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Simon Cammiss, Cfp® Email & Phone Number
Founder and Wealth Adviser
at
Wealthyer
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Founder and Wealth Adviser
Location
Melbourne, Victoria, Australia
Company size
Who is Simon Cammiss, Cfp®? Overview
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Quick answer
Simon Cammiss, Cfp® is listed as Founder and Wealth Adviser at Wealthyer, a with 2 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Simon Cammiss, Cfp®.
Simon Cammiss, Cfp® previously worked as Founder / Wealth Adviser at Wealthyer and Senior Financial Adviser at Commonwealth Financial Planning. Simon Cammiss, Cfp® holds Masters Degree, Applied Finance from Macquarie University.
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Email format at Wealthyer
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Wealthyer
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Profile bio
About Simon Cammiss, Cfp®
Simon Cammiss, Cfp® is a Founder and Wealth Adviser at Wealthyer. He possess expertise in portfolio management, wealth management, investments, superannuation, finance and 9 more skills. Colleagues describe him as "I have worked with Simon over the years as a colleague and a client. I can confidently say that simon is an honest Advisor who always puts his clients interest first and provides the right advise suited to your needs. I highly recommend Simon for any financial advise needs."
Listed skills include Portfolio Management, Wealth Management, Investments, Superannuation, and 10 others.
Current workplace
Simon Cammiss, Cfp®'s current company
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Wealthyer
5 roles
Simon Cammiss, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder / Wealth Adviser
Current
Wealthyer
Being a Wealth Adviser is such a rewarding vocation, demystifying money and making it work to support client's goals and dreams, rather than money being a source of worry and indecision.I am driven to build a business that can support a growing need in the community for holistic, specific and empathetic wealth advice, as well as nurturing the next generation of advisers to meet this need.
Jun 2019 - Present
Senior Financial Adviser
Commonwealth Financial Planning
Meeting primarily with high value clients of the Commonwealth Bank, I seek to uncover their goals and dreams and provide strategic advice to help achieve them. I specialise in providing objectives based advice in the areas of;- superannuation & retirement planning- personal risk insurance- investments & wealth creation including SMSFI have senior responsibility within my team of advisers in the Melbourne CBD area to provide support and foster their career development.
Feb 2014 - May 2019
Financial Planner
Commonwealth Financial Planning
Commonwealth Financial Planning (CFP) is the financial planning arm of the Commonwealth Bank of Australia (CBA), with over 700 advisers nationally.Key Responsibilities• Review and analyse clients’ financial positions, providing a solution which minimises taxation and maximises net investment returns within a framework of the client’s specific goals and objectives.• Ensure developing economic and market trends are understood and researched via a wide variety of resources to… Show more Commonwealth Financial Planning (CFP) is the financial planning arm of the Commonwealth Bank of Australia (CBA), with over 700 advisers nationally.Key Responsibilities• Review and analyse clients’ financial positions, providing a solution which minimises taxation and maximises net investment returns within a framework of the client’s specific goals and objectives.• Ensure developing economic and market trends are understood and researched via a wide variety of resources to enable strategic decision-making with relation to investment portfolio management.• Attract new clients through the CBA branch network, establishing investment portfolios and personal insurance cover, whilst meeting key targets around client satisfaction, retention and revenue to CFP.• Provide ongoing advice and manage key stakeholder relationships with clients, CBA branch management and CFP management.• Conduct business with the highest level of integrity, attention to detail and within a strict compliance environment. Show less
Nov 2010 - Feb 2014
Investment Adviser
Morrow Private Wealth Pty Ltd
Morrows Private Wealth (MPW) is a boutique financial planning and investment portfolio management house based in Southbank.Key Responsibilities• Provide ongoing advice and construct portfolios across a broad range of investment markets including wholesale managed funds and ASX listed securities.• Conduct analysis of portfolio risk across the firm’s investment book to develop solutions around risk mitigation and further align client and business objectives.• Assist Chief… Show more Morrows Private Wealth (MPW) is a boutique financial planning and investment portfolio management house based in Southbank.Key Responsibilities• Provide ongoing advice and construct portfolios across a broad range of investment markets including wholesale managed funds and ASX listed securities.• Conduct analysis of portfolio risk across the firm’s investment book to develop solutions around risk mitigation and further align client and business objectives.• Assist Chief Investment Office in review and research of investment managers including analysis of past performance, drivers of alpha and successful blending into client portfolios.• Detailed investment analysis and recommendation in relation to ASX opportunities including IPO’s, buy-backs and other corporate activity.• Complete strategic level business analysis and supporting commentary for the director of Private Wealth Management.• Co-ordinate and implement client portfolio decisions driven by Investment Committee including guidance and education to client facing staff.• Develop and manage professional relationships for a broad range of clients, managing transaction performance and risk. Show less
Nov 2004 - Nov 2010
3 education records
Simon Cammiss, Cfp® education
Masters Degree, Applied Finance
Certified Financial Planner
Financial Planning Association
Bachelors Degree; Bachelor, Business (Financial Planning)
Royal Melbourne Institute Of Technology – Business School
FAQ
Frequently asked questions about Simon Cammiss, Cfp®
Quick answers generated from the profile data available on this page.
What company does Simon Cammiss, Cfp® work for?
Simon Cammiss, Cfp® works for Wealthyer.
What is Simon Cammiss, Cfp®'s role at Wealthyer?
Simon Cammiss, Cfp® is listed as Founder and Wealth Adviser at Wealthyer.
Where is Simon Cammiss, Cfp® based?
Simon Cammiss, Cfp® is based in Melbourne, Victoria, Australia while working with Wealthyer.
What companies has Simon Cammiss, Cfp® worked for?
Simon Cammiss, Cfp® has worked for Wealthyer, Commonwealth Financial Planning, and Morrow Private Wealth Pty Ltd.
How can I contact Simon Cammiss, Cfp®?
You can use AeroLeads to view verified contact signals for Simon Cammiss, Cfp® at Wealthyer, including work email, phone, and LinkedIn data when available.
What schools did Simon Cammiss, Cfp® attend?
Simon Cammiss, Cfp® holds Masters Degree, Applied Finance from Macquarie University.
What skills is Simon Cammiss, Cfp® known for?
Simon Cammiss, Cfp® is listed with skills including Portfolio Management, Wealth Management, Investments, Superannuation, Finance, Retirement Planning, Financial Markets, and Corporate Finance.
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