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Joel Campbell

Private Wealth Advisor at TMS Capital
Intro Book
Seasoned finance professional with expertise in wealth management.
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Location
Greater Sydney Area, AU
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Bio

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Joel Campbell is a seasoned finance professional with a Double Bachelor Degree in Economics and Commerce from The University of Western Australia and The University of New Mexico, and a Graduate Diploma of Financial Planning from Kaplan Professional. He has 8 years of experience in wealth management, working as a Private Wealth Advisor, Associate Advisor - Perpetual Private, Senior - Wealth Management, Intermediate - Wealth Management, and Graduate - Wealth Management at HLB Mann Judd, and as a Live Operations Associate/Data Analyst at Deliveroo. He is currently based in the Greater Sydney Area.

Experience

  • TMS Capital
    • Sydney, New South Wales, Australia
    • Private Wealth Advisor
      • Mar 2022 - Present
      • Sydney, New South Wales, Australia

  • Perpetual Limited
    • Sydney, New South Wales, Australia
    • Associate Advisor - Perpetual Private
      • Mar 2020 - Mar 2022
      • Sydney, New South Wales, Australia

  • HLB Mann Judd
    • Australia
    • Accounting
    • 700 & Above Employee
    • Senior - Wealth Management
      • Jan 2020 - Feb 2020

    • Intermediate - Wealth Management
      • Jan 2019 - Jan 2020

    • Graduate - Wealth Management
      • Nov 2017 - Dec 2018

  • Deliveroo
    • London, United Kingdom
    • Live Operations Associate/Data Analyst
      • Jan 2016 - Mar 2017
      • London, United Kingdom

  • CPS Capital Group Pty Ltd
    • Perth, Australia
    • Equities Intern
      • Aug 2013 - Aug 2015
      • Perth, Australia

  • CSIP Vietnam
    • Hanoi, Vietnam
    • Microfinance Intern
      • Jun 2015 - Jul 2015
      • Hanoi, Vietnam

Education

  • 2010 - 2015
    The University of Western Australia
    Double Bachelor Degree, Economics and Commerce
  • 2019 - 2020
    Kaplan Professional
    Graduate Diploma of Financial Planning
  • 2013 - 2013
    The University of New Mexico
    Double Bachelor Degree, Economics and Commerce
  • 2005 - 2009
    Scotch College, Perth

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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