Financial Adviser · SYDNEY, NSW

Joel Phillip Campbell

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001249

Joel Phillip Campbell is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Joel is currently authorised under Campbell Financial Group Pty Limited. Joel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Joel is a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and MDRT.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2017
Fellow Chartered Financial Practitioner FChFP
Kaplan Association of Financial Advisers

Registration History

Oct 2014 - Present Current
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
Nov 2013 - Oct 2014 Ceased
Dec 2004 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register