Financial Adviser · MELBOURNE, VIC

Matthew Campbell

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001252361

Matthew Campbell is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Matthew is currently authorised under Pitcher Partners Investment Services Pty. Ltd.. Matthew 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. Matthew is a member of Financial Advice Association of Australia (FAAA) and Principles for Responsible Investment Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2016
Bachelors of Business (Accounting) and Bachelor of Accounting / Bachelor of Finance
LaTrobe University
2019
Certified Financial Planner
Financial Planning Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Applied Responsible Investment
PRI Academy

Registration History

Source: ASIC Financial Advisers Register