About us

Campbell Financial is a boutique firm with over 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 50 years of combined experience providing advice to the NSW public teaching profession.

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

Phil Campbell is a qualified financial adviser with over 38 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 would have to be one of the most passionate advisers in the industry.

After gaining a decade of experience at Edplan, Joel Campbell established Campbell Financial Group with his father Phil in 2013. Joel is a qualified financial adviser with over 18 year’s 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 or living their retirement, Joel engages with them in a way that relates to their individual personalities and situations.

Practice Manager Amanda has completed a Diploma of Financial Planning after a decade of experience in Hotel and Event Management. Amanda has been with Campbell Financial since day one and is instrumental in the day-to-day running of the company.

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.

Amanda is happily married to Jason, and mother to two lovely children, Emilia and Hayden. She loves spending time as a family at the beach.

Delle has extensive experience in the accounting industry for over 7 years before joining our team as a Senior Client Services Associate.

She holds a Bachelor’s degree in Business Administration majoring in Management Accounting. With her determined and positive attitude, she makes a valuable addition to the team. Often working soundlessly behind the scenes to help Amanda, Phil and Joel provide exceptional service to our clients.

When she’s not glued to her computer, she’s likely to hunt restaurants trying out different cuisines with her family. Other times, she enjoys working out balancing her love for food and cooking for her young son, Yvo.

Vanessa has a solid background in financial operations, with experience in the accounting industry before joining our team as a Client Service Associate. She holds a bachelor’s degree in management accounting and with her keen attention to detail and productive nature, she helps keep things running smoothly behind the scenes.

Outside of work, Vanessa enjoys staying active. You’ll often find her playing tennis, going for a jog, or snorkeling to unwind. Staying active keeps her balanced and she loves exploring new places in her free time.