Our Management Team

Our Management Team
Cameron Forbes

Cameron Forbes

Senior Financial Planner & CEO
B.Comm (Financial Planning, Finance & Economics) CFP®

Kate

Kate Forbes

Human Resources and Accounts Coordinator

Gus Smarrini

Gus Smarrini

General Manager – Operations
Diploma of business (Marketing)

Cameron Forbes

Senior Financial planner & CEO

B.Comm (Financial Planning, Finance & Economics) CFP®

I am a Certified Financial Planner® and have completed a Bachelor of Commerce majoring in Financial Planning. I have achieved the highest designation in financial planning, and the highest ethical standards, which sets CFP® professionals apart from the rest.

I continue to undertake further study and professional development demonstrating my commitment to my clients and my profession. It goes without saying that I am passionate and committed to helping clients achieve their financial outcomes.

Sometimes people ask what difference a financial planner makes. I like to use the analogy of a personal trainer vs. a gym membership. You’ll get something out of your gym membership (provided you actually use it), but a personal trainer will help you achieve your goals much faster, with less worry and risk.

In the same way, when you work with a Certified Financial Planner® you don’t just see progress in your financial affairs, you see yourself steadily moving from milestone to milestone as your goal comes ever closer.

It’s common to put off making investment and financial planning decisions, but you need to take control”…Cameron Forbes

View me on Linkedin

Kate Forbes

Human Resources and Accounts Coordinator

I have been working in the Human Resources industry for over 25 years. 

I have a Bachelor of Commerce, majoring in Accounting and Economics.  I have been working at Forbes Fava Financial Planning in a part-time capacity for 8 years.  As the business and team has grown so too has my role, which includes Human Resources, Payroll and Bookkeeping. 

Outside of work I have two young energetic kids that keep me busy and entertained.

Gus Smarrini

General Manager – Operations

Diploma of business (Marketing)

Gus commenced his career in the Financial Services industry in 1985 and has held various roles in both the private practice and the corporate sector, ranging from financial adviser to business consultancy roles.

He joined our team as General Manager – Operations, in April 2024.

His role is to ensure that all facets of the business are running efficiently and smoothly, thus providing our clients with an even greater customer experience, and also ensuring that our team are provided with the best possible resources to further develop their skills and experience.

Away from the practice, Gus enjoys spending time with his wife Sarah, his two children and of course watching his beloved Geelong Football Club.