Financial Adviser · ASCOT VALE, VIC

Timothy Campbell

21 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000440114

Timothy Campbell is a financial adviser based in Ascot Vale, Victoria, with 21 years of experience in the financial services industry. Timothy is currently authorised under Charter Financial Planning Limited. Timothy 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 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