Our Company
McCamley Financial Group
Was established and is operated by Trent McCamley. Trent has extensive experience in the private client industry having started his career in private client advice at JB Were (now Goldman Sachs JB Were) over a decade ago. His most recent role was as a Director and Deputy Head of Citi Smith Barney Australia, where he was employed from 2000 through to 2008. Previous to that Trent spent two years with Merrill Lynch.
Trent holds a Bachelor of Business Degree, an MBA, and spent four years studying as a PhD candidate in the field of Behavioural Finance at Queensland University of Technology, Monash University and most recently the University of the Sunshine Coast.
Trent is PS146 compliant, an accredited derivatives advisor (level 1 and 2), and holds a series 7 accreditation from the Securities and Exchange Commission in the United States.
Trent has extensive experience in managing assets for private client investors, with particular focus on Self Managed Superannuation.
The Strength of Private Asset Management Advice
The definition of Wealth, Wealth Management, and Private Asset Management differs for each individual. People have differing attitudes about wealth and particularly the personal wealth they have. It is for this reason that no two client solutions are the same.
At a time where financial products are increasing in number and complexity, it is our aim to draw our clients focus back to the decisions that really matter. What are the real benefits you seek from the wealth you have? Whether it is time, peace of mind or security, your investment strategy needs to be married and aligned to the benefits you are seeking. Your wealth has purpose and your strategy is designed to seek out the benefits you value.
Services
McCamley Financial Group is a 21st Century company that brings back the time honoured and traditional values of a highly attentive advice driven service. Regardless of the size of your portfolio or the attitude you have towards your wealth, McCamley Financial Group is focused on delivering results through simple and transparent advice.
To deliver first class service, it is imperative that we gain a total understanding of you, the client. Your life, family, past, aspirations, needs and requirements. This is married to your available resources and an acceptable investment profile.
