Dip. Fin Plan., BEd., BEcon., MBA (Accounting), CFP®, ASCPA
Practice Principal, SMSF Specialist Adviser
Michael Campbell is the founding Director of Portfolio Professionals. He is a CERTIFIED FINANCIAL PLANNER® professional with a wealth of experience, having commenced in the financial services industry in 1996.
Michael began his financial planning career with Colonial First State and then moved to Sunsuper. At Sunsuper Michael was responsible for establishing and building their financial planning arm. During Michael’s time at the helm the number of clients grew from one to many hundreds.
Michael then went to ING where he was the State Manager for Distribution. During his time with ING, Michael used his planning skills and managerial skills to help planners to improve their business.
Michael’s passion for planning and helping clients has driven him to form Portfolio Professionals. He strives to help clients empower themselves with strategies and advice that makes sense.
MAppFin, GradDip (Inv & Fin), BBus (Econ)
Chris is a Director of TOPS Financial Planning Solutions. He has vast experience in Financial Planning and Funds Management and has worked in the industry since 1999.
He has over 16 years’ experience working in the Funds Management industry. Over this time Chris spent 7 years as the CEO of Acadian Asset Management (Australia) and has also successfully lead the Funds Management sales function for MLC and BT Investment Management. He has extensive experience working with Investment Managers and all types of Investors. Chris holds a Master of Applied Finance (Macquarie), Grad Dip Investment and Finance (FINSIA) and Bachelor of Business (Econ) (QUT).
Chris provides strategic investment and funds management advice to the Practice ensuring our investment philosophy and approach are both at the forefront of market practice. This helps to ensure our clients’ investments are the prudent and successful.
Chris believes that good investment advice, couple with good asset management, results in positive outcomes for clients.
Chris is also a Director of Seed Partnerships Pty Ltd and Moneysoft Pty Ltd.
Peter joined the Portfolio Professionals team in March 2018.
Peter has worked in the Financial Services industry since January 2005 and brings with him a wealth of knowledge developed while working with large financial corporations, such as ING, OnePath and Macquarie followed by Zurich after the takeover of Macquarie Life.
Peter has an in-depth knowledge of personal insurance and business risk mitigation strategies. In previous roles, he specialised in the provision of personal and business insurance solutions to complex strategic business succession issues. Peter also has a thorough understanding of investment strategies and retirement planning and is extending on this with further studies in this ever changing financial environment we are living in.
Peter also holds a Bachelor of Business degree, majoring in Funds Management (QUT).
Like the Portfolio Professionals philosophy, Peter believes that all clients are unique and require a distinctive financial plan built around their personal aspirations, priorities and lifestyle. Peter is passionate about finding out what is important to you and getting to know each of his clients individually.
Dip. Fin Plan., BBus (Marketing), BEcon., Grad Dip Fin Mkts
Tricia has been with the team since 2013.
She has held a number of roles within the Financial Planning industry over the past 20 years.
Tricia commenced her career with a large Insurance and Superannuation company before moving into a Financial Planning role with a large Queensland Financial Planning practice. Tricia enjoyed providing tailored financial plans aiming at helping her clients achieve their financial goals.
Tricia then moved into senior management roles where she performed specialised support within Funds Management and Marketing.
Tricia has qualifications to support her practical experience. She holds a Bachelor of Economics, a Bachelor of Business (Marketing), a Post Graduate Diploma in Financial Markets and a Diploma of Financial Planning.
Tricia enjoys supporting Michael and the team to help our clients achieve their financial goals.
Brooke joined our team in September 2016.
She is new to the industry having previously completed her nursing qualifications. Brooke enjoys helping people and is excited about being part of a team that assists clients along their financial journey.
Brooke is often the first team member clients meet and she prides herself on ensuring right from the first contact, a client feels supported and valued.