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Campbell Harris

Campbell Harris

Financial Adviser

Morgans Financial Limited
Sydney, NSW 2000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Campbell Harris is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. Campbell holds a Bachelor of Commerce (Banking & Finance) from the University of Canberra (2007) and is a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to upholding the highest professional standards. Campbell is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He leverages his extensive knowledge and experience to develop tailored strategies that address each client's unique circumstances and aspirations. Key services offered include: • Superannuation advice to optimize retirement savings • Wealth management strategies to grow and protect assets • Investment advice on securities and government debt securities • Tailored financial plans to achieve long-term goals Ready to take control of your financial future? Contact Campbell today to schedule a consultation and discover how he can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Securities Government Debt Securities Superannuation strategies Wealth accumulation Securities investment Retirement planning Investment portfolio management

Client Types

Personal Investors SMSF

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000327978

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Campbell Harris offer?

Campbell Harris specializes in providing advice on superannuation, wealth management, securities, and government debt securities. He can help you with retirement planning, investment strategies, and overall financial well-being.

What are Campbell Harris's qualifications and professional memberships?

Campbell holds a Bachelor of Commerce (Banking & Finance) from the University of Canberra (2007) and is a member of the Stockbrokers and Investment Advisers Association (SIAA).

What can I expect during my first meeting with Campbell Harris?

During your initial consultation, Campbell will take the time to understand your financial situation, goals, and risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs.

How does Campbell Harris stay up-to-date with the latest financial regulations and market trends?

As a member of the Stockbrokers and Investment Advisers Association (SIAA), Campbell is committed to ongoing professional development and adheres to a strict code of ethics. He continuously monitors market trends and regulatory changes to provide clients with informed and relevant advice.

What is the process for becoming a client of Campbell Harris?

The first step is to schedule an initial consultation. During this meeting, you can discuss your financial goals and determine if Campbell's services are a good fit for your needs. If you decide to proceed, Campbell will develop a personalized financial plan and work with you to implement it.

Get in Touch

Contact Campbell directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.