What can we do for you?

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.

Our Team

Phil Campbell – FChFP, CFP®, 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.

Joel Campbell – FChFP, ADFP, CFS, JP
Director

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.

Amanda Moody – Dip FP, BBus(HotelMgt)

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.

Christopher Ocampo – Bcom

Christopher commenced his career in the healthcare product and insurance services before joining our team as a Client Services Officer Administrator.

He holds a Bachelor’s degree in Communication. With his great communication skills and positive attitude he makes a valuable addition to the team. Often working soundlessly behind the scenes to help Amanda, Phil and Joel provide exception service to our clients.