Financial Adviser · IVANHOE EAST, VIC

Robert James Campbell

33 Years experience

Tax advice
authorised

Currently at

Ivanhoe East, VIC

View firm profile

ASIC Registered · ADV 000264741

Robert James Campbell is a financial adviser based in Ivanhoe East, Victoria, with 33 years of experience in the financial services industry. Robert is currently authorised under Mfg Advice Pty Ltd. Robert 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. Robert is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Margin Lending excluded.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

Deakin University

2003

Certified Financial Planner

Financial Planning Association of Australia

Registration History

Mfg Advice Pty Ltd

Mar 2020 - Present Current

Margin Lending excluded.

Axial Wealth Management Pty Ltd

Nov 2018 - Mar 2020 Ceased

MAGNITUDE GROUP PTY LTD

Dec 2013 - Nov 2018 Ceased

Dwa Managed Accounts Pty Ltd

Oct 2012 - Dec 2013 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Dec 2005 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register