MARY CAMPBELL

About

Mary Campbell provides strategic financial advice to help people achieve their goals and dreams, spend time on what is important to them and invest in line with their personal values.  Mary is the Principal Financial Planner at Gold Leaf Financial Services and has over 13 years’ experience working for a number of leading Responsible Investment companies including Australian Ethical Investment, Uniting Financial Services and Ethical Investment Services.  Mary holds a Bachelor of Commerce in Financial Planning and Accounting and she is a member of the Financial Planning Association and CPA Australia.  Based in the 60L Green Building in Melbourne, Mary assists clients across Australia.  Mary is passionate about creating a better world with Responsible Investment and giving back to the community and environment through volunteering and philanthropy.

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
  • Insurance
  • Giving to charity
  • Affirmative Global Bond Fund
  • Altius Sustainable Bond Fund
  • Australian Ethical Australian Shares Fund
  • Australian Ethical Diversified Shares Fund
  • Australian Super Socially Aware Investment Strategy
  • Australian Unity Healthcare Property Trust
  • Betashares Global Sustainability Leaders ETF ETHI
  • Betashares Australian Sustainability Leaders ETF FAIR
  • Candriam Sustainable Global Equity Fund
  • Generation Global Share Fund
  • Legg Mason Martin Currie Ethical Values with Income Fund
  • Payden Global Income Opportunities Fund
  • Perpetual Ethical SRI Fund
  • Pendal Sustainable Fixed Income Fund
  • Pengana WHEB Sustainable Impact Fund
  • Redpoint Australian Industrials Fund and SMA
  • Robeco Emerging Conservative Equity Fund
  • Russell Australian Responsible Investment ETF RARI
  • Stewart Investors Worldwide Sustainability Fund
  • Direct share portfolios
  • Other Responsible Investment managed investments on an individual client basis, approved by ThreeSixty Research
  • Other Responsible Investment retail and industry superannuation funds strategies on an individual client basis, 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