MARY CAMPBELL

Mary Campbell

About

Mary provides strategic financial advice to help people achieve their goals and dreams, spend time on what is important to them and make the world a better place through Responsible Investment.  Mary is the Principal Financial Planner at Gold Leaf Financial Services and has over 10 years experience working for a number of leading Australian Responsible Investment companies.  Mary holds a Bachelor of Commerce in Financial Planning and Accounting and she is a member of the Financial Planning Association and CPA Australia.  Mary has volunteered for a number of charities over the years and received a medal from the Motor Neurone Disease Association of NSW for her work establishing and coordinating the Central West NSW Support Group.  Mary enjoys financial planning because she is able to make a positive difference by helping people achieve their dreams and align their super and investments with their personal values.

 

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Ethical Investment

Certified Since:

2014

Qualifications:

  • Bachelor of Commerce (Accounting and Financial Planning)

Financial Adviser Since:

2010

Providing Responsible Investment Advice Since:

2010

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Debt Management
  • Saving for Goals
  • Giving to Charity

 

  • Altius Sustainable Bond Fund
  • Australian Ethical Australian Shares Fund
  • Australian Ethical Diversified Shares Fund
  • Australian Unity Healthcare Property Trust
  • Candriam Sustainable Global Equity
  • Generation Global Share Fund
  • Hunter Hall Australian Value Trust
  • Perpetual Wholesale Ethical SRI Fund
  • Robeco Emerging Conservative Equity Fund
  • Russell Australian Responsible Investment ETF
  • Stewart Investors CFS Wholesale Worldwide Sustainability Fund
  • Other ethical funds on an individual client basis where approved by ThreeSixty Research

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Mary Campbell

Email: info@goldleaffinancial.com.au

Phone: 0437554653

Website: www.goldleaffinancial.com.au

Address: PO Box 1324, Carlton, VIC 3053