Financial Adviser
· WANGARATTA, VIC
Bree Campbell
No disciplinary history on record with ASIC
WANGARATTA,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241293
About Bree Campbell
Bree Campbell is a financial adviser based in Wangaratta, Victoria, with 27 years of experience in the financial services industry since 1999. Bree is currently authorised under Consultum Financial Advisers. Bree holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bree's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Bree 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor Business (Financial Planning)
Royal Melbourne Institute of Technology (RMIT)
2001
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2014
RG146 928 Margin Lending & Geared Investments
Kaplan Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
GWM ADVISER SERVICES PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register