"I can provide detailed investment advice across a range of asset classes for those wanting to invest in superannuation and other entities. These asset classes include Australian shares, international shares, cash and listed fixed interest."
Campbell has a diversified and risk managed approach to buying quality investments with the aim of generating consistent returns. He has developed the 'Total Return Strategy' for the Australian market: 'Dominator stocks' that return cash to shareholders through increased dividends and/or share buy backs. This strategy has dual aims of being lower risk than the market and also providing better returns than the market.
Services and specialities
- Wealth Management
- Investment advice within Superannuation
- Self Managed Super Funds
- Fixed Interest and Cash Management
Most investments are directly listed on the ASX and implementation is through Campbell directly - a non-discretionary account. Campbell's more than 17 years of industry experience spans a range of income and growth focussed strategies. Prior to becoming a financial adviser, Campbell worked as a Marketing Manager at BHP Billiton Limited (BHP).
Industry Education & Experience
- Bachelor of Commerce, Monash University, 1995
- Bachelor of Commerce (Honours), Monash University, 1996
- Graduate Diploma in Applied Finance and Investment, Finsia, 2004
- Ethics and Professional Relationships, QUT, 2020
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
I am employed by Wealth Boulevard Pty Ltd which operates the business of Morgans Financial Limited - Southbank. My employer remunerates me as your adviser by way of salary. As a shareholder of Wealth Boulevard Pty Ltd, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance. As a Director of Wealth Boulevard Pty Ltd, I will be entitled to a share of profits.
- Financial Planning
- Managed Investments
- Margin Lending