Let us take care of your financial planning needs.
Michael Campbell is the founding Director of Portfolio Professionals. He is a CERTIFIED FINANCIAL PLANNER® professional with a wealth of experience, having commenced in the financial services industry in 1996.
Michael began his financial planning career with Colonial First State and then moved to Sunsuper. At Sunsuper Michael was responsible for establishing and building their financial planning arm. During Michael’s time at the helm the number of clients grew from one to many hundreds.
Michael then went to ING where he was the State Manager for Distribution. During his time with ING, Michael used his planning skills and managerial skills to help planners to improve their business.
Michael’s passion for planning and helping clients has driven him to form Portfolio Professionals. He strives to help clients empower themselves with strategies and advice that makes sense.
Michael Campbell is the founding Director of Portfolio Professionals. He is a CERTIFIED FINANCIAL PLANNER® professional with a wealth of experience, having commenced in the financial services industry in 1996.
Michael began his financial planning career with Colonial First State and then moved to Sunsuper. At Sunsuper Michael was responsible for establishing and building their financial planning arm. During Michael’s time at the helm the number of clients grew from one to many hundreds.
Michael then went to ING where he was the State Manager for Distribution. During his time with ING, Michael used his planning skills and managerial skills to help planners to improve their business.
Michael’s passion for planning and helping clients has driven him to form Portfolio Professionals. He strives to help clients empower themselves with strategies and advice that makes sense.
Tricia has been with the team since 2013.
She has held a number of roles within the Financial Planning industry over the past 28 years.
Tricia commenced her career with a large Insurance and Superannuation company before moving into a Financial Planning role with a large Queensland Financial Planning practice. Tricia enjoyed providing tailored financial plans aiming at helping her clients achieve their financial goals.
Tricia then moved into senior management roles where she performed specialised support within Funds Management and Marketing.
Tricia has qualifications to support her practical experience. She holds a Bachelor of Economics, a Bachelor of Business (Marketing), a Post Graduate Diploma in Financial Markets and a Diploma of Financial Planning.
Tricia enjoys helping clients to achieve their financial goals.
Kim joined Portfolio Professionals in 2023. Kim has been a financial adviser since 1999, starting her career with Lend Lease Financial Services, which eventually became NAB. She remained with them for 20 years.
Kim builds strong relationships with her clients, with many having started their planning journey with her over a decade ago. She enjoys providing comprehensive, holistic advice after realising the difference it can make in her client’s lives.
Kim’s goal is help clients make sound financial decisions today so that they can have the retirement they deserve in the future.
She is a Certified Financial Planner and has completed her Diploma of Financial Planning as well as a Bachelor of Commerce and a Graduate Diploma in Applied Finance and Investment.
Kim is a highly qualified and experienced financial planner who is passionate about helping her clients achieve their financial goals.
Holly has 3 years’ experience in Financial Services, Holly’s role is to assist our clients and the advice team in delivering high quality service that exceeds their expectations.
Holly is quite often the person our clients talk to first when they call, she prides herself on ensuring that they receive a great experience and have their questions answered.
Outside of work Holly is continuing her education through university studies and is very active in the community.
Ken joined Portfolio Professionals / My Super Future in January 2022. Ken has been a financial adviser since 2004, starting his career with NAB Financial Planning, where he remained until 2021.
Ken builds strong relationships with his clients, with many having started their planning journey with him over a decade ago. Ken provides comprehensive, holistic advice, realising the difference it can make in his client’s lives.
Ken is a highly experienced financial adviser who is passionate about helping his clients make sound financial decisions today so they can enjoy the financial freedom they deserve in the future.
He is degree qualified (Bachelor of Business, Accounting major), with an Advanced Diploma of Financial Services, and is also a Certified Financial Planner (CFP).
Financial Advice Association of Australia (FAAA)
Brett has over 35 years’ experience within the financial services industry. His work experience is extensive and has included a variety of roles in the financial services industry. His customer service philosophy has never changed and remains simple; He will provide quality professional advice and will work with you to develop a strategy tailored to your business and personal needs and being there for you when it counts at claim time.
As a member of the Portfolio Professional, Brett has the knowledge and experience to assist you in determining the most effective protection solutions for you and your business.
With nearly 30 years of experience in the financial services industry, Roger has had the privilege of leading and managing large teams across major corporate environments. Over the years, Roger has developed a deep understanding of what clients truly value in a financial relationship, clarity, trust, and genuine connection.
At Portfolio Professionals, Roger now leads a boutique firm that brings us closer to our clients and their goals. Our environment is built on personal relationships and tailored advice, where clients consistently tell us they feel more confident and secure about their financial future.
Whether it’s through a single meeting or a partnership that spans decades, our team is committed to ensuring every client walks away feeling better off. We also collaborate with like-minded professionals in mortgage broking and estate planning to provide a seamless, full lifecycle financial experience
With over 11 years of experience in the financial services industry, Lily has spent the past 6 years supporting financial planning teams across a range of roles. She works closely with advisers to ensure the smooth delivery of high-quality advice by preparing documentation, managing client workflows, and maintaining compliance standards.
Throughout her career, Lily has developed a strong understanding of the financial planning process and takes pride in delivering reliable and detail-oriented support that helps clients move confidently toward their financial goals.
Lily enjoys being part of a team that values client outcomes and is committed to making a positive impact in people’s lives.
This website is intended to provide general information only and has been prepared by Portfolio Professionals ABN 28 138 147 896 (Authorised Representative No. 339850) without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.
My Super Future Limited AFSL 411440 is located at 2/15 Mayneview Street, Milton QLD 4064.
If you have any complaints about the service provided to you, you should take the following steps.
Contact us and tell us about your complaint.
If you adviser has not satisfactorily resolve your complaint within 3 days, please contact our Complaint Resolutions team at the following address:
Complaint Resolutions Manager
My Super Future Limited
PO Box 10478
BRISBANE ADELAIDE STREET QLD 4000
Please mark the envelope “Notice of Complaint”.
If your concerns haven’t been resolved to your satisfaction you can lodge a complaint with the Australian Financial Complaints Authority (AFCA):
Website: afca.org.au
Email: info@afca.org.au
Telephone: 1800 931 678 (free call)
In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne, VIC, 3001
AFCA provides fair and independent financial services complaint resolution that’s free to consumers.
Time limits may apply to lodge a complaint with AFCA, so you should act promptly. You can check the AFCA website to find out if a time limit applies or when the time limit relevant to your circumstances expires.
The privacy of your personal information is important to us at Portfolio Professionals Pty Ltd (Portfolio Professionals). We are required to comply with the Australian Privacy Principles. We will always seek to comply with the Australian Privacy Principles as well as other applicable laws affecting your personal information.
This privacy policy outlines our policy on how we manage your personal information. It also sets out generally what sort of personal information we hold, for what purposes and how we collect, hold, use and disclose that information.
Your personal information will be collected and held by Portfolio Professionals, who is an authorised representative of Godfrey Pembroke Limited trading, an Australian Financial Services Licensee, for the purposes of
You can let us know at any time if you no longer wish to receive direct marketing offers. Contact us on (07) 3871 1671. We will process your request as soon as practicable.
To enable your financial adviser to provide you with financial advice you request that is suitable for your investment objectives, financial situation and particular needs we need to obtain and hold personal information about you. This includes:
The personal information collected may include sensitive information such as health information and memberships of professional or trade associations.
If it is reasonable and practicable we will only collect your personal information from you. Generally your personal information will be collected when you meet with your adviser in person, provide your adviser with information over the telephone or with written material. We may need to collect personal information from third parties, such as your accountant.
We may receive personal information about you when we have taken no active steps to collect that information. We destroy all unsolicited personal information, unless the personal information is relevant to our purposes for collecting personal information.
Your personal information is generally held in client files or a computer database. Your personal information may also be held in a secure archiving facility.
We take reasonable steps to ensure that the personal information that we hold is protected from misuse and loss and from unauthorised access, modification and disclosure. Some of the measures that we have adopted are having facilities for the secure storage of personal information, having secure offices and access controls for our computer systems.
We will also take reasonable steps to destroy or permanently de-identify personal information that we no longer need for any purpose for which it may be used or disclosed under the Australian Privacy Principles.
Your personal information may be disclosed for purposes related to the provision of the financial advice you have requested. The types of service providers that may be provided with your personal information are:
In addition to the purposes of collection set out above, your personal information may also be used in connection with such purposes.
We will seek to ensure that your personal information is not used or disclosed for any purpose other than:
We may disclose your personal information to third parties who provide services to us, in which case we will seek to ensure that the personal information is held, used or disclosed consistently with the Australian Privacy Principles.
Organisations outside Australia
Currently, we do not share your information with organisations outside Australia.
We may store your information in the cloud or other types of networked or electronic storage. As electronic or networked storage can be accessed from various countries via an internet connection, it’s not always practicable to know in which country your information may be held. If your information is stored in this way, disclosures may occur in countries other than those listed. Overseas organisations may be required to disclose information we share with them under a foreign law. In those instances, we will not be responsible for that disclosure.
We will not send personal information to recipients outside of Australia unless:
You can gain access to your personal information that we hold. This is subject to exceptions allowed by law such as where providing you with access would have an unreasonable impact upon the privacy of others. If we deny a request for access we will provide you with the reasons for this decision. To request access please contact us (see “Contacting Us and Privacy Issues” below).
Correcting Your Personal Information
We take reasonable steps to ensure that the personal information that we collect, use or disclose is accurate, complete and up-to-date. If you believe that any of the personal information that we hold is not accurate, complete or up-to-date please contact us (see “Contacting Us and Privacy Issues” below) and provide us with evidence that it is not accurate, complete and up-to-date.
If we agree that the personal information requires correcting we will take reasonable steps to do so. If we do not correct your personal information we will provide you with the reasons for not correcting your personal information. If you request that we associate with the information a statement claiming that the information is not accurate, complete and up-to-date we will take reasonable steps to comply with this request.
You can obtain further information on request about the way in which we manage the personal information that we hold or you can raise any privacy issues with us, including a complaint about privacy, by contacting us using the details below. We are committed to resolving your complaint.
Michael Campbell
Financial Adviser
PO Box 1350 DC
TOOWONG QLD 4066
(07) 3871 1671
If you still feel your issue hasn’t been resolved to your satisfaction, then you can escalate your privacy concerns to AFCA or the Office of the Australian Information Commissioner.
The Australian Financial Complaints Authority (AFCA)
Website: afca.org.au
Email: info@afca.org.au
Telephone: 1800 931 678 (free call)
In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne, VIC, 3001
AFCA provides fair and independent financial services complaint resolution that’s free to consumers.
Time limits may apply to lodge a complaint with AFCA, so you should act promptly. You can check the AFCA website to find out if a time limit applies or when the time limit relevant to your circumstances expires.
Office of the Australian Information Commissioner
Online: www.oaic.gov.au/privacy
Phone: 1300 363 992
Email: enquiries@oaic.gov.au
GPO Box 5218, Sydney NSW 2001, Australia
It is evident, that those who plan for retirement, are more likely to enjoy a retirement lifestyle based on their own terms and not those of someone else. Results also show that obtaining professional help during the pre-retirement years further improves the probability of attaining your retirement objectives.
The earlier this is put in place, the better.
During one’s working life most time is spent at work, raising children and paying off a mortgage. There is always an employment income to make ends meet.
Retirement planning is about the lifestyle you will have after you stop working and it focuses on issues such as how much superannuation is enough, when can I retire, taking a superannuation pension, how long will my money last, claiming the Age Pension, estate planning and looking after your family.
Also, with increasing life expectancy, rising costs and, often, debt still to be cleared, retirement planning becomes even more important. Portfolio Professionals can help you start planning for your retirement today.
Contact UsEverybody’s circumstances are different, but insurance is important for everybody. Your need for insurance will change as you move through the different stages of your life.
Personal insurance provides protection against sickness, injury and death, and includes:
While insurance doesn’t remove the risk of something going wrong, it provides you and your family with protection and financial security if something does happen.
The amount of insurance you need is affected by:
We understand that it can be difficult determining the type and level of cover you might need, let alone choosing an insurer. Portfolio Professionals can assist by helping you determine your needs and recommend an insurer that is right for you. We also recommend reviewing your policy at least every 12 months, your personal circumstances change, your policy should reflect those changes, also Insurance providers continue to develop their products and pricing, making reviewing your Wealth Protection Plan very important.
Contact UsSocial Security assistance is provided by various Australian Government Departments including Centrelink and the Department of Veteran Affairs. At Portfolio Professionals, we understand that Centrelink plays an important role for individuals and families when it comes to planning.
Payments such as the Age Pension and Disability Support Pension provide long-term financial support whilst Newstart Allowance provides assistance for a shorter period of time to people who are out of work. Other payments such as Family Tax Benefit, Parts A & B assist with the cost of raising children.
As well as the payment of benefits you may be entitled to access certain additional benefits. For example, if you are of Age Pension age and/or are receiving the Age Pension you may be entitled to concession cards such as the Pensioner Concession Card, Commonwealth Seniors Health Card or the State Seniors Card which offer concessions, benefits and discounts. The Department of Veteran’s Affairs also provides similar benefits.
Our Centrelink advisory services provide you with strategies and advice to ensure you:
Whether you're planning for retirement, building wealth, or securing your family's future, the right strategy starts with understanding your goals, time frame, financial resources, and risk appetite. We’ll help you explore your options and create a holistic plan that supports the lifestyle you want.
Your finances are just one part of life - but when aligned with your values and aspirations, they can unlock long-term freedom. Our disciplined process helps integrate your wealth plan into your broader life goals.
Wealth Creation Strategies we use:
Effectively managing your debt and cashflow can have a significant impact on your overall financial health. We firmly believe that developing and maintaining the right financial habits is necessary in reaching your goals as minimising debt and managing cashflow is the basis of long term wealth creation strategies.
At Portfolio Professionals we can assist you to become more financially successful through:
The team at Portfolio Professionals can guide you through the budgeting and cashflow process by providing you with invaluable tools, advice and strategies to help you maximise your wealth.
Contact UsInsurance Claims Support – We’re Here to Help
Making an insurance claim can be daunting, especially during difficult times. The process of dealing with insurers and paperwork can feel overwhelming. We can assist by helping you navigate this process with clarity and care.
We can assist you with:
We will offer guidance at every stage, always mindful of your circumstances and needs. Our focus is on making the claims process as straightforward and stress-free as possible, so you can focus on your wellbeing and family.
If you’re unsure where to start, or simply want to talk things through, we’re here for you.
Contact UsYour estate is made up of everything you own. This includes your home, property, furniture, car, personal possessions, business, investments and bank accounts. Firstly, having a legally valid Will is extremely important, as dying without one it is called 'dying intestate'. This can be costly and create added stress for loved ones at an already difficult time.
You may think that having a current Will outlines what will happen to your estate should you die or become unable to manage your affairs. Unfortunately, for those with more complex financial structures this may not be the case.
To make sure your affairs are in order an Estate Plan will:
Let Portfolio Professionals guide you through this difficult, but crucial process.
Contact UsYou’ve dedicated years to building a successful business with the potential to create significant wealth for you and your family, now and in the future. But it takes careful planning to make the most of that potential and unlock the value you’ve worked so hard to create.
At Portfolio Professionals, we can help you invest the income that your business produces now, and plan ahead to maximise value in the future.
Here are some of the ways we can help you realise its potential:
Business structures
The business structure you choose determines how you can distribute profits to partners and family members, how much tax you pay, and your level of personal exposure to debts and other business liabilities. It also determines your options when you want to leave your business and transfer ownership to a new team. We can help you identify and create the optimal business structure, with a holistic plan for your business and personal finances.
Business succession planning
When the time comes to leave your business, it takes careful planning to maximise the value of your investment and ensure a smooth transition. You also need to consider how you would fund a buyout if you or a business partner needed to leave the business unexpectedly due to ill health or even death. We can help you establish a robust and well-funded succession plan for today, then explore paths for unlocking wealth in the future — from a private equity investment to an Initial Public Offering.
Key person insurance
Without the unique skills that your business partners and key employees bring to the table, you could struggle to maintain revenues, meet overheads and cover business debts. Key person insurance can provide vital protection for you and your business, as well as providing funds for a buyout if you or a partner becomes incapacitated or dies unexpectedly.
Asset protection insurance
Asset protection can provide your business with enough cash to preserve its asset base so it can repay debts, free up cash flow and maintain its credit standing if a business owner or loan guarantor dies or becomes disabled. It can also release personal guarantees secured by the business owner’s assets.
Revenue protection insurance
Revenue protection can provide your business with cash to compensate for the loss of revenue and costs of replacing a key employee or business owner should they die or become disabled.
Ownership protection
This can provide the continuing owners, or their nominees, with sufficient cash for the transfer of the outgoing owner’s equity to the continuing owners, should a business owner die, become disabled, or suffer a critical illness.
Without expert support, managing employee super can be both time-consuming and expensive, distracting key administrative staff from core business activities. We can take care of the complexities of employee super administration, helping you reduce administrative overheads and focus on the tasks that really matter.
By engaging us as your employee super partner, your staff will also enjoy the benefit of authoritative financial advice, including seminars, resources and personalised advice designed to help them prepare for a secure retirement. This provides a valuable employee incentive to help you attract and retain highly qualified staff.
Contact UsYour career is satisfying and demanding — but it also leaves you with little time to devote to your own finances. Meanwhile, as your career progresses, your financial needs are becoming more complex.
At Portfolio Professionals, we act as your personal CFO, with sophisticated strategies to help you manage, extend and preserve your growing wealth. They include expert advice on salary packaging, share and option schemes, tax planning and SMSFs, with specialised solutions to ensure your money works as hard as you do.
Our clients include successful professionals and high-ranking executives from some of Australia’s leading companies, so we understand the unique pressures you face. We support you with exclusive investment opportunities and sophisticated strategies to manage your growing wealth, including salary packaging, tax-effective investing, and tailored strategies to manage a concentrated exposure to your company’s stock.
We follow a disciplined wealth planning process, designed to unlock your financial potential and create a holistic plan for every aspect of your financial life:
1. Understanding
Every client is unique, so we begin by exploring your lifestyle aspirations in detail, helping you to create concrete and measurable objectives to act as the centrepiece of your plan. We’ll also clearly outline our services and our fees, so you’ll know upfront what our advice will cost and what you’ll receive in return.
2. Strategy
Once we know where you want to be in life, we’ll develop a strategy designed to help you get there. First, we’ll review your existing investments to ensure they support your goals, identifying any gaps and emerging risks that could impact performance. Then we’ll create an ongoing strategy to maximise your financial potential and protect the lifestyle you have worked so hard to build. We’ll document our suggested approach in a detailed Statement of Advice, setting out your investment, superannuation and wealth protection options, and bringing your financial strategy to life.
3. Implementation
When you’re happy with your financial plan, we can help you execute it, building and managing your portfolio of wealth creation and protection solutions. In doing so, we work in close collaboration with you and other professional advisers, like your accountant, to achieve the best possible outcomes.
4. Review
We’ll meet with you regularly to advise you on your progress and keep you informed about new opportunities, emerging risks and regulatory changes. So you can relax and enjoy life, confident that your financial future is in good hands.
We’ll work with you to explore a range of advanced strategies and investment options, including:
Direct equities
Drawing on extensive research capabilities, we’ll help you create a portfolio tailored to your individual wealth management objectives.
IPOs and capital raisings
Exclusive investment opportunities from fast-moving emerging companies.
Tax-effective strategies
Investment options and strategies including geared investments, salary packaging, trusts and self-managed super.
Capital-protected investments
Geared investments with the security of built-in capital protection.
Structured investments
Specialised investments structured to generate income or capital gains over a specified time-frame, often with tax benefits.
SMSF management
Tailored support to help you manage the complexities of setting up and administering a self-managed super fund, with a personalised investment strategy for accelerated wealth creation.
Wraps and portfolio administration
Consolidated investment management and reporting.
Trusts
Advice, administration and independent trustee services for a range of private trust structures, helping to safeguard your assets and create a lasting legacy.
Managing your finances across international boundaries can be enormously complex. As well as the usual challenges of creating wealth in an uncertain international environment, you need to deal with the complexities of different national regulatory and tax regimes. And without careful management, foreign exchange fluctuations have the potential to significantly impact your wealth.
At Portfolio Professionals, we specialise in helping Australian and international expatriates manage their investments at home and abroad. Our clients include executives and business owners with extensive holdings in multiple jurisdictions. Drawing on the market insights and research capabilities of one of Australia’s most trusted adviser networks, as well as the wider MLC group, we provide support with wealth management, tax planning and portfolio administration services, both in Australia and overseas.
We can help you with a diverse range of cross-border investment opportunities and strategies, including:
International investments
Direct equity and managed investments in leading investment markets around the world, including both established blue-chips and new opportunities in emerging economies.
Australian and foreign tax planning
In collaboration with our local and international partners, we help you manage the complexities of Australian and overseas tax laws to achieve a superior after-tax outcome.
Investment structures
Complex advice spanning a variety of structures, including companies, partnerships, self-managed super funds (SMSFs) and family trusts, including holding companies and unit trusts.
Wraps and portfolio administration services
Consolidated investment management and reporting for your Australian assets.
Pension transfer services
Advice and support to help you transfer pensions from the UK, US, Canada, South Africa, Europe and other jurisdictions, to a compliant Australian fund, tax effectively.
You’ve worked hard to create a lasting legacy for your family, so that they can enjoy life now and in the future. So it’s important to ensure those assets aren’t eroded when the time comes to transfer them to those you care about most.
That’s where Portfolio Professionals can help. We can help you create a comprehensive estate plan, to protect and transfer your wealth in the long term. We can also help to safeguard your family’s prosperity from unexpected events such as a long-term illness or disability, litigation, a relationship breakdown or even bankruptcy.
Likewise, philanthropy through charitable contributions generates not only goodwill, but also has significant income and estate tax benefits for donors. For wealthy individuals, this may translate into hundreds of thousands of dollars in estate and income tax savings. A great way to accomplish this goal is through the use of charitable trusts.
Your Portfolio Professionals adviser is ideally positioned to help you navigate an increasingly complex regulatory landscape. We also work closely with your other professional advisers, such as your accountant, to help ensure you enjoy the best possible after-tax outcomes.
Here are some of the ways we can help protect and transfer your wealth more effectively:
Business succession planning
Protection for you and your business partners should one of you die, become incapacitated, or simply need to leave the business unexpectedly, so you can maximise the value you’ve worked so hard to build.
Superannuation Powers of Attorney
Protect your lifestyle and assets even if you become temporarily or permanently incapacitated, by appointing a family member, trusted friend or independent adviser to make financial decisions in carefully specified circumstances.
Executorship
Expert advice to help you select and authorise an executor to administer your estate, with ongoing support for your executor and other family members at a difficult time.
Philanthropy
Advice, structures and administration services to help you leave a lasting and tax-effective legacy for the causes you believe in.
Asset protection
We help you select the optimal structure for your wealth, now and in the future, helping to shield your assets from creditors, litigation and unnecessary tax liabilities.
Wills
We help you and other family members draft valid and up-to-date wills, taking into account the latest regulatory changes, to ensure your wishes are carried out effectively, without unforeseen legal or tax consequences.
Trusts
Advice and independent trustee services for a range of private trust structures, helping to safeguard your assets and protect the interests of each of your family members.