JOEL CAMPBELL


Licensee: CAMPBELL FINANCIAL GROUP PTY LIMITED

JOEL CAMPBELL (Adviser# 001001249) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 7, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOEL CAMPBELL
Adviser Number 001001249
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000457078
CAMPBELL FINANCIAL GROUP PTY LIMITED
Licence ABN 35165828884
Adviser Start Date 2014-10-07
Appointing Representative Name CAMPBELL FINANCIAL GROUP PTY LIMITED
Appointing Representative Number 000457078
Appointing Representative ABN 35165828884
Memberships Association of Financial Advisers (AFA)
Association of Independently Owned Financial Professionals (AIOFP)
MDRT

Authorisations to provide financial product advice

  • JOEL CAMPBELL
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes IDPS Only
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan
Certificate IV in Finance and Mortgage Broking Kaplan
Fellow Chartered Financial Practitioner FChFP Kaplan Association of Financial Advisers

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000457078 CAMPBELL FINANCIAL GROUP PTY LIMITED 2014-10-07 - CAMPBELL FINANCIAL GROUP PTY LIMITED
000224954 TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED 2013-11-01 - 2014-10-05
000281193 FIRST CAPITAL FINANCIAL PLANNING PTY LTD
Licence controlled by: PAUL HARDICK ~ ROBERT BACSKO
2004-12-20 - 2013-10-31

Licensee Information

Licence Name CAMPBELL FINANCIAL GROUP PTY LIMITED
Licence Number 000457078
Licence ABN 35165828884

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PHILLIP CAMPBELL Campbell Financial Group Pty Limited Current 2014-10-07

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PHILLIP CAMPBELL Campbell Financial Group Pty Limited Current 2014-10-07

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.