Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Campbell Paton King

MELBOURNE, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001271921
Practice
Harlen Advisory
Melbourne, VIC (practice address on ASIC register)
Licensed through Harlen Financial
View practice

About Campbell Paton King

Campbell Paton King is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Campbell works at Harlen Advisory, which is licensed through Harlen Financial. Campbell holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Campbell's 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

Harlen Financial Pty Ltd
Apr 2022 - Present Current
Interprac Financial Planning Pty Ltd
Jan 2021 - Apr 2022 Ceased
A.c.n. 155 907 681 Pty Ltd
May 2020 - Jan 2021 Ceased
Anseres Capital Investments Pty Ltd
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
Anseres Capital Investments Pty Ltd
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