Campbell Sorell

Profile picture of Campbell Sorell, Shadforth, Melbourne Financial Planner
Certified Financial Planner®, FASEA accredited, SMSF Specialist Adviser, B Bus, Dip FP
Adviser since: 2001

Campbell’s career spans advisory leadership, accounting, and industry contribution, shaping a perspective that extends beyond individual financial outcomes. He is motivated by helping people and organisations make deliberate decisions that balance personal goals with long-term responsibility and impact.

Level 7, 161 Collins Street, Melbourne VIC

More about Campbell Sorell

Campbell is one of the most awarded and experienced advisers in the industry. He is committed to helping successful people achieve all that is important to them by making smarter financial decisions. This provides them with the freedom and confidence to spend more time doing what they love.

Campbell has around thirty years of industry experience and began his financial services career at Coopers & Lybrand chartered accountants (now known as PWC). He joined Shadforth founding member firm Haintz Financial Services as a Senior Financial Adviser in 2003 and was a Director. Campbell is part of Shadforth’s advisory leadership team, their national adviser forum, represents the editorial committee and is on their charity team.

Campbell has been a Master of Ceremonies and guest speaker at major industry events/conferences. He is the author of several whitepapers, a regular media contributor and has lectured in financial planning at the University of Melbourne.

Investment Style

His client base includes senior executives, business owners, retirees, high net wealth individuals and not-for-profits.

Personal Life

Away from work, Campbell enjoys spending time with family and friends. He also provides pro bono financial services, mentors other advisers and volunteers with his children’s sporting teams (typically as a coach or umpire).

Campbell is passionate about a number of causes and competes in various fundraising charity events. He also invests time in his health and wellbeing, playing pennant tennis, swimming, cycling and running.

Specialties and Areas of Expertise

  • Goals-based investing
  • Intergenerational wealth planning
  • Wealth creation
  • Superannuation planning
  • Cashflow modelling
  • Philanthropic services

Professional Standards You Can Trust

Qualifications & Memberships

  • Certified Financial Planner practitioner, the highest accreditation in the profession
  • FASEA accredited
  • SMSF Specialist Adviser
  • Bachelor of Business (Accounting) at Monash University
  • Diploma of Financial Planning from Deakin University
  • Past Melbourne Chapter Committee member of the FPA

Industry Recognition & Awards

  • Barron’s Top Financial Advisers in Australia (2024, 2023, 2022, 2020, 2018 and 2017)
  • Financial Standard Top 50 most influential advisers in Australia (2020, 2018 and 2017)
  • AFR Smart Investor Masterclass for Financial Planning (Finalist)
  • Financial Planning Association of Australia (FPA) Value of Advice Awards (Short-listed)

Testimonials

“Campbell Sorell is one of the best financial planners I have met in my life. Other than being a good bloke, he has helped me heaps in my troubles with saving money, managing debt, and information and choices around a super fund. Through Cam’s knowledge and experiences, I now feel super confident to implement the advice he gave me into my issues and everyday life. I received Campbells’s full care and attention when I needed it, and was very good at explaining things to me in a simple, understandable way.” ~ Jeff, 46 – 55 years

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