About Essential Planner

Your Success is Our Ultimate Goal

We craft financial strategies tailored for every unique journey. Whether you’re an individual seeking financial clarity or a business aiming for growth, at Essential Planner we have the knowledge, resources, and capabilities to help. It’s not just about guidance – it’s about building lasting partnerships anchored in trust and mutual growth.

What We Do and How

Essential Planner is the one-stop shop for all of your financial planning and business advice needs, including wealth building, asset protection, tax, insurance, investments, property, superannuation, estate planning, and more. Our foundation is built on strategic thinking and a holistic view of responsible financial management. Trust, transparency, and great communication are paramount. As fully licensed advisors, we ensure you’re always well-informed and equipped with the best possible insight from industry-leading experts to achieve your unique financial goals.

Key Capabilities

Strategic Thinkers

Holding capabilities in accounting, tax, insurance, investments, asset protection, business advice, retirement planning, and wealth management, we’re able to see the bigger picture and offer insights beyond your typical accountant.

Boutique Practice

We are not attached to any bank or industry provider. Our advisors can give holistic financial advice on all types of superannuation funds based on what’s best for your needs.

Licensed Advisors

We are fully licensed financial advisors and will provide you with evidence of our credentials including our Australian Financial Services License.

Meet The Founder

Cameron Kelly

CEO, Founder, and Senior Financial Planner

Cameron Kelly holds bachelor degrees in Accounting, Financial Planning and Investments from Griffith University and is a fully licensed financial planner with over 15 years of experience. Bridging the gap with genuine care and the human connection that’s often overlooked in the realm of financial advice, Cameron specialises in Retirement Planning, Actively-Managed Superannuation Portfolios, Wealth Creation, Asset Protection and Tax Effective Business Structuring.

“I care about your wellbeing and do not sell anything. I provide good quality advice and would not recommend anything that I am not already doing for myself.”

— Cameron Kelly

Location

Our Queensland offices are located just off the Broadwater on the ground floor of Scarborough Street. With the Light Rail running in the same street, the RSL across the road, dedicated secure customer parking and disability access to financial advice it is easy for locals to come and sit in our boardroom.

If you are like our other Australia wide clients you can also schedule an online zoom meeting from the comfort of your home or work so there is no excuses not to start the journey of financial freedom!

The 5-star Google rated financial planners

Mick Carew

2023-10-12

11 out of 10

Yvette Reiser

2023-09-23

Cameron and his team go above and beyond to advise you on the best financial path to help you reach your goals.

Steve Savage

2023-09-21

When we turned to a financial advisor for assistance with superannuation we were impressed and delighted to have Cameron at Essential Planner make the choices we couldn't. Confidence is key and we have been very happy with his guidance to date.

Natalie Hue'ge de Serville

2023-08-19

Having Cameron as a financial planner has been a blessing, he has gone above and beyond to help my husband and I with our financial future. He answers questions after hours, which is a breath of fresh air when you really need answers quickly. If you are looking for a company to assist with your financial choices, THIS is the company.....you will not be disappointed. Don't wait, get in touch with Cameron now. Make your dreams for the future a reality.

Carl Searle

2023-08-09

Courteous, easy to understand and Cameron did exactly what he said he would. Pleasure to work with.

Julia Zielke

2023-08-08

Cameron, Michelle and the team have been fantastic. I found changing super funds and moving to a financial advisor such a big decision. Cameron was so patient with me and answered ever single little question that I had. Cameron really knows his stuff is 100% dedicated to getting results for clients. Highly recommend.

Ian

2023-08-04

Cameron Kelly has de-mystified the navigation moving from a locked down deferred superannuation fund to another fund with an allocated pension. He has provided high quality advice and expertise in allowing me to make confident and informed decisions about my financial future. Having an actively managed super fund allows me to take immediate advantage of market changes. Essential Planner staff are brilliant and very helpful with superb customer service with all enquiries, ensuring immediate follow up and resolution of issues that may arise. The package provided by Cameron through consultation meets our current and future financial needs. I strongly recommend that others consider Cameron Kelly and Essential Planner to manage their superannuation financial situation.

Megan Cleary

2023-07-17

I’m happy to give a 5 star review for the service I’ve received from Essential Planner. Cameron and his team have been very easy to work with. Cameron was able to explain Super in a way that made sense and all my questions were answered very promptly. Each step of the journey has been well managed. I’m loving my new portfolio and financial advice package. I feel organised and in control of my future. I’d highly recommend Cameron and his team to help you get retirement ready.

Jason Payne

2023-07-13

I have found Cameron & the team very supportive when going through the process of getting to know me, and their help in setting up for my future. I look forward to achieving these goals with your expertise to guide me along the way. Thank you.

FIND OUT HOW WE CAN HELP SECURE YOUR FINANCIAL FUTURE

Complimentary Consultation

Want to design a plan based on your unique situation and financial dreams?