Campbell Harris & Morgan Shipp
We provide clients with tailored financial advice, based on comprehensive market knowledge, thorough research and years of experience in investment markets.
As Authorised Representatives, we service:
- Individuals
- Self managed super funds
- Family offices
- Foundations and charities
- Corporate Super for small to medium size businesses
Our mission
Our mission is to partner with clients to assist them in taking control of their finances.
We do this by providing transparent and personalised advice, individually tailored to meet their wealth-management needs.
Service offering
We offer clients advice and access to:
- Portfolio construction and asset allocation
- Shares listed on Australian and International stock exchanges
- Establishing and managing self-managed super funds
- Superannuation, retirement and estate planning
- High yielding income strategies
- Portfolio protection strategies
- Margin lending
- Insurance
- Options and derivatives
Download our brochure 'Your guide to a secure financial future' for more information on how we can assist you.
More information
Morgan holds a Bachelor of Commerce and a Bachelor of Laws from Bond University.
Contact us
Campbell Harris (B.Comm. Banking & Finance)
Private Client Adviser
Phone: (02) 8215 5092
Email: [email protected]
Morgan Shipp (BComm, LLB)
Private Client Adviser
Phone: (02) 8215 5084
Email: [email protected]
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