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.
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.
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.
We are fully licensed financial advisors and will provide you with evidence of our credentials including our Australian Financial Services License.
Meet The Founder
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
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
FIND OUT HOW WE CAN HELP SECURE YOUR FINANCIAL FUTURE
Want to design a plan based on your unique situation and financial dreams?