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Simon Cammiss, Cfp® Email & Phone Number
Founder and Wealth Adviser
at
Wealthyer
LinkedIn matched
✓ Verified Jun 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 company 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.
Company email context
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.
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.
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.
- 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.
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
- 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.
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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