Financial Adviser
· MELBOURNE, VIC
Campbell Sorell
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003081
Campbell Sorell is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry. Campbell is currently authorised under Shadforth Financial Group Limited. 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 5 unit CFP Certification Program from Financial Planning Association of Australia Ltd. Campbell is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1990
Bachelor of Business (Accounting)
Monash University
2003
Diploma of Financial Planning
Financial Planning Association of Australia Ltd
2005
5 unit CFP Certification Program
Financial Planning Association of Australia Ltd
2005
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Ltd
2014
SMSF Specialist Advisor
SMSF Association
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd