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.
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.