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Campbell Sorell
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Campbell Sorell
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Alister McCrae
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Campbell Breheny
Charles Badenach
Charles Booth
Chris Elliott
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Curtis Taylor
Finn Dorney
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Mathew Taylor
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Matthew Torenius
Nicolas d'Emden
Nicole Bryant
Patrick Fagan
Rebecca Fergusson
Richard Batt
Robert Johnston
Sally Hales
Sam Baker
Tim Breen
Tracie Scott
Campbell Sorell
Private Client Adviser
Email:
campbell.sorell@sfg.com.au
Phone:
03 9649 2400
Campbell
began his financial services career in 1992 at Coopers & Lybrand, has been a senior financial adviser since 2003 and is a Certified Financial Planner™ practitioner.
Selected in the 2009 AFR Smart Investor Masterclass for Financial Planning, Campbell lectures in financial planning at Melbourne University, holds a Bachelor of Business (Accounting) degree from Monash University and a Diploma of Financial Planning.
An immediate past Melbourne Chapter Committee member of the Financial Planning Association of Australia, Campbell has been MC and guest speaker at major industry events and conferences. He is an author of numerous whitepapers and a regular media contributor.
Campbell is firmly committed to improving the quality of strategic advice in this industry and derives enormous satisfaction helping others achieve their financial dreams. His client base comprises senior executives, business owners, corporates and high net wealth individuals. Areas of expertise include superannuation planning, wealth accumulation strategies, executive remuneration issues, tax planning and wealth protection.
Client Endorsement
"Campbell has invested the time to fully understand my life and my circumstances. He presents intelligent and appropriate financial strategies that I understand and believe in. Campbell and the Shadforth team clearly aim to achieve the best possible investment returns for clients by implementing a long-term diversified approach."
"Not only does Campbell fully satisfy my financial advice needs, but he also provides additional value by introducing me to other business professionals who have helped me with estate planning and property matters."
Graham Davis
South Yarra, Victoria
"Campbell’s close attention to our goals for our immediate and long-term financial security along with his expertise have helped mould a secure portfolio, which has stood the test of time. His advice during the global financial crisis was especially pleasing. Campbell’s ongoing advice as our circumstances have changed has been timely and his professionalism, easy going manner and excellent communication skills have also helped in our quest for financial security."
Terrence and Annette Haines
Merimbula, New South Wales
"Campbell is always checking to see whether my needs have changed and what my plans might be, and with this understanding he expertly manages my finances to achieve my goals. It’s this approach that leaves me feeling confident and comfortable along with his willingness to listen and to respond to not only my queries, but that of my family’s also."
Dr Rhyl Wade
Toorak, Victoria