Cameron Mouat
Financial Adviser

Cameron 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 as well as two global banks, Deutsche Bank and Credit Suisse.

Since returning to New Zealand with his wife and four children, Cameron has maintained his commitment to finding solutions for his clients.

Cameron is a member of Supporting Independent Financial Advisers  and  Financial Advice New Zealand and holds the Trusted Adviser designation.

He is also a member of a Catholic organisation Investment Committee.

He has a Ph.D. in Mathematics and a New Zealand Certificate in Financial Services Level 5, Investments

Registration number: FSP772131.