Phillip Campbell – Financial Adviser

Adviser identifying number: 1001250
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1983

Name of the licence holder: CAMPBELL FINANCIAL GROUP PTY LIMITED
Licence number: 457078
Licensee’s ABN: 35165828884
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/10/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CAMPBELL FINANCIAL GROUP PTY LIMITED
Authorised Representative identifying number: 457078
Authorised Representative’s ABN: 35165828884

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certified Financial Planner Status CFP – FPA
  • Diploma of Financial Planning – FPA
  • Diploma of Life Insurance – Deakin University

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)
  • MDRT

Phillip Campbell is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / IDPS Only
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility