Data sourced from ASIC Financial Advisers Register
Financial Adviser · GREENSLOPES, QLD

Scott Richard Campbell

25 Years experience
Tax advice
authorised
Currently at
Alliance Wealth Pty Ltd
Bundall, QLD
View firm profile
ASIC Registered · ADV 001000654

Scott Richard Campbell is a financial adviser based in Greenslopes, Queensland, with 25 years of experience in the financial services industry. Scott is currently authorised under Alliance Wealth Pty Ltd. Scott 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 Economics from University of Queensland. Scott is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice in self managed superannuation funds

Authorised to provide tax financial advice services

Qualifications and Training

1987
Bachelor of Economics
University of Queensland
2000
Diploma of Financial Planning (8 units)
FPA Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional
2015
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2015
Tax for Financial Advising Course (DFP5)
Kaplan Professional
2016
Commercial Law Course (TASACL)
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2023
Accredited Aged Care Professional Program
Aged Care Steps

Registration History

Alliance Wealth Pty Ltd
Jan 2021 - Present Current
Not authorised to provide advice in self managed superannuation funds
QINVEST LIMITED
May 2001 - Dec 2020 Ceased

Source: ASIC Financial Advisers Register