"I provide objective advice based on informed analysis, prudent judgement and diligent effort."
Campbell helps his clients make more informed investment decisions and access a wider range of quality investments. Campbell started his career as an Investment Adviser with ABN AMRO Morgans in 2007.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Campbell manages his clients' wealth through a combination of quality research and market knowledge. He prides himself on providing superior customer service through gaining a thorough knowledge of his clients' financial needs and aspirations. Campbell applies a combination of fundamental and technical analysis to determine market opportunities for his clients.
Industry Education & Experience
Qualifications
- Bachelor of Commerce (Banking & Finance), UC, 2007
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.