PHILLIP CAMPBELL (Adviser# 001001250) 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.
| Register Name | Financial Advisers |
| Adviser Name | PHILLIP CAMPBELL |
| Adviser Number | 001001250 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1983 |
| 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) Financial Planning Association of Australia (FPA) MDRT |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner Status CFP | FPA |
| Diploma of Financial Planning | FPA |
| Diploma of Life Insurance | Deakin University |
| Fellow Chartered Financial Practitioner FChFP | Kaplan Association of Financial Advisers |
| 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 |
2004-12-07 - 2013-10-31 | |
| 000238256 |
MATRIX PLANNING SOLUTIONS LIMITED
Licence controlled by: CLEARVIEW WEALTH LIMITED |
2000-07-01 - 2004-12-06 | |
| 000233671 | AMP LIFE LIMITED | 1983-04-18 - 2004-12-06 |
| Licence Name | CAMPBELL FINANCIAL GROUP PTY LIMITED |
| Licence Number | 000457078 |
| Licence ABN | 35165828884 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOEL CAMPBELL | Campbell Financial Group Pty Limited | Current | 2014-10-07 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOEL CAMPBELL | Campbell Financial Group Pty Limited | Current | 2014-10-07 |
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| 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.