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Tanya Campbell
BIntBus MCom GradCertFinPlan
Private Client Adviser
To quote Warren Buffett, "The most important investment you can make is in yourself." I help my clients by breaking through their money mindsets and working together as a team to not only set goals but also achieve them.
Tanya has been in the industry since 2010 and has developed an extensive knowledge of both the stockbroking and financial planning industries. This invaluable experience allows Tanya to provide a well rounded and comprehensive range of personalised financial services to her clients.
Investment Style
Tanya enjoys working together with her clients to help them feel in control of their finances. This involves working through what her clients' goals and objectives are first and then helping them develop strategies to be able to achieve financial success. "Teamwork divides the task and multiplies the success."
Services and Specialties
Investment Advice
Superannuation Advice
Philanthropic Services
Retirement and Estate Planning
Self-Managed Super Funds
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Bachelor of International Studies (International Business Economics)
Graduate Certificate in Financial Planning
Master of Commerce (Banking & Finance)
Associations
No items found.
Competencies
Generic
Financial Planning
Securities
Margin Lending
Managed Investments
Superannuation
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - Brisbane North Quay. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
