Financial Adviser · ASCOT VALE, VIC

Timothy Campbell

ASCOT VALE, VIC

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000440114

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

Timothy Campbell is a financial adviser based in Ascot Vale, Victoria, with 21 years of experience in the financial services industry since 2005. Timothy is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Timothy's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business (Economics and Finance)

Royal Melbourne Institute Of Technology

2015

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2013 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

Jan 2008 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register