Financial Adviser · WAGGA WAGGA, NSW

Campbell Munro Knox

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000303067

Campbell Munro Knox is a financial adviser based in Wagga Wagga, New South Wales, with 13 years of experience in the financial services industry. Campbell is currently authorised under Oracle Advisory Group Pty. Ltd.. Campbell 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 Bachelor of Business (Business Management) from Charles Sturt University. Campbell is a member of SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Business (Business Management)
Charles Sturt University
1997
Graduate Diploma of Applied Finance and Investment
Kaplan Professional (formerly FINSIA)
2005
Graduate Diploma of Financial Planning
Kaplan Professional (formerly FINSIA)
2008
Diploma of Financial Services (Financial Planning)
Mentor Education / RG146
2019
Ethics and Professionalism in Financial Advice
Kaplan Professional

Registration History

Mar 2023 - Present Current
Oct 2020 - Mar 2023 Ceased
Apr 2020 - Sep 2020 Ceased
Same as Licensee excluding Margin Lending
Jun 2013 - Mar 2020 Ceased
Not authorised to provide personal advice on Standard Margin Lending; SMSF.
W B FINANCIAL MANAGEMENT PTY LTD
Mar 2010 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register