Financial Adviser · MELBOURNE, VIC

Campbell Paton King

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001271921

Campbell Paton King is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Campbell is currently authorised under Harlen Financial 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 Masters of Professional Accounting from RMIT University. Campbell is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Tax Practitioners Board - Registered.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Business
RMIT University
2008
Masters of Professional Accounting
RMIT University
2011
Graduate Diploma of Chartered Accounting
CAANZ
2016
Diploma of Financial Planning
RMIT University
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Apr 2022 - Present Current
Jan 2021 - Apr 2022 Ceased
May 2020 - Jan 2021 Ceased
Sep 2019 - May 2020 Ceased
This is a limited authority and advice is restricted to the following 4 dot points: *Contribution Advice *Pensions *Start/Wind-up SMSFs *General SMSF
Dec 2018 - May 2019 Ceased
This is a limited authority and advice is restricted to the following 4 dot points:* Contribution Advice* Pensions* Start/Wind-up SMSF's* General SMSF

Source: ASIC Financial Advisers Register