Wendy Campbell – Financial Adviser

Adviser identifying number: 1246793
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: THE SMSF EXPERT PTY LTD
Licence number: 445113
Licensee’s ABN: 17155686356
Licence controlled by:

The date the Financial Adviser commenced the appointment: 22/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE SMSF EXPERT PTY LTD
Authorised Representative identifying number: 445113
Authorised Representative’s ABN: 17155686356

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:

  • Diploma Financial Planning – CPA
  • Financial Advice Foundation – CPA
  • Insurance – CPA
  • Superannuation – CPA

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Institute of Public Accountants (IPA)

Wendy Campbell is authorised to provide advices on following products:

  • Superannuation / Self-Managed Superannuation Fund
  • Superannuation / A person’s existing holding in a superannuation product
  • Class of Product Advice – Superannuation