What can we do for you?

Campbell Financial is a boutique firm with some three decades of experience in financial planning. The two principals – Phil and Joel Campbell – offer a highly personalised service, backed by a team of professionals who provide expert knowledge on a wide range of financial services and products. The Group has exceptional experience working with professionals from the education sector, and between Phil and Joel they have over 40 years of combined experience providing advice to the NSW public teaching profession.

Our Team

Phil Campbell – FChFP, CFP®, Dip FP, Dip LI, CFS, JP

Phil Campbell is a qualified financial adviser with over 30 years experience in the financial services industry. Prior to establishing Campbell Financial Group, Phil had been instrumental in founding Edplan and since the mid 1980’s he has provided strategic financial planning advice to the NSW teaching profession. Phil feels this new move will only enhance the services that he and Joel can provide to their clients.

Joel Campbell – FChFP, ADFP, CFS, JP

After gaining a decade of experience at Edplan, Joel Campbell has established Campbell Financial Group with his father Phil. Joel is a qualified financial adviser with over 10 years experience in the financial services industry. He holds an Advanced Diploma in Financial Services (Financial Planning). Joel’s strengths lie in relating to people. Whether he is dealing with clients that are starting to build their financial nest egg or those who are planning for their retirement, Joel engages with them in a way that relates to their individual personalities and situations.

Amanda Moody – Dip FP, BBus(HotelMgt)
Practice Manager

Practice Manager Amanda has completed a Diploma of Financial Planning after a decade of experience in Hotel and Event Management. Amanda’s strengths lie in dealing with people, whilst maintaining a systematic approach to her work. Her years of management experience is a great asset to the stability of the team.

Kathryn Bullock – Bcom; Dip FP; GradCert (Applied Finance & Investment)

Client Services Officer Kathryn has over 20 years experience in the financial planning profession. She has a Bachelor of Commerce and Diploma in Financial Planning. Kathryn commenced her career as a corporate superannuation administrator before moving into para planning and compliance. Kathryn is our Client Service Officer where she utilises her sound knowledge and experience of the financial planning industry to benefit and service our clients.