Campbell Sorell Email & Phone Number

Principal and Senior Wealth Adviser @ Shadforth Financial Group Ltd

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Campbell Sorell's Location

Melbourne, VIC, AU

Campbell Sorell's Work

Principal and Senior Wealth Adviser @ Shadforth Financial Group Ltd
Director and Senior Financial Adviser @ Haintz Financial Services
Client Portfolio Manager and Financial Planner @ Bongiorno Financial Advisers

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Manager - Accounting and Tax @ Thomson Corporation
Chartered Accountant @ Price Waterhouse Coopers (formerly Coopers & Lybrand)

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Campbell Sorell's Education

SMSF Association
SMSF Specialist Advisor Program
Deakin University
Certified Financial Planner CFP®
Deakin University
Diploma of Financial Planning DFP®

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Monash University
Bachelor of Business (Accounting)
Camberwell Grammar School
Higher School Certificate (HSC)
FASEA
Exam
Kaplan Professional
Ethics and Professionalism in Financial Advice

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Campbell Sorell's Skills

Financial Analysis
Personal Financial Planning
Relationship Management

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Wealth Management
Succession Planning
Financial Planning
Insurance
Program Management
Pensions
Estate Planning

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Campbell Sorell's Summary

Campbell Sorell, based in Melbourne, VIC, AU, is currently a Principal and Senior Wealth Adviser at Shadforth Financial Group Ltd, bringing experience from previous roles at Haintz Financial Services, Bongiorno Financial Advisers, Thomson Corporation and Price Waterhouse Coopers (formerly Coopers & Lybrand). Campbell Sorell holds a SMSF Specialist Advisor Program @ SMSF Association. With a robust skill set that includes Financial Analysis, Personal Financial Planning, Relationship Management, Wealth Management, Succession Planning and more, Campbell Sorell contributes valuable insights to the industry. Campbell Sorell has 2 emails and 1 mobile phone number on RocketReach.

Campbell Sorell Email Address

Found 2 email address listings:

Campbell Sorell Phone Number

Found 1 phone number:

6141956XXXX

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