Financial Adviser · BATHURST, NSW

James Anthony Campbell

BATHURST, NSW

33 Years experience

Tax advice
authorised

ASIC Registered · ADV 000249566

Currently at

Fiducian Financial Services

Sydney, NSW (firm address)

View firm profile

About James Anthony Campbell

James Anthony Campbell is a financial adviser based in Bathurst, New South Wales, with 33 years of experience in the financial services industry since 1993. James is currently authorised under Fiducian Financial Services. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). James 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 Deposit Products Government Bonds

Restrictions: This adviser is not authorised to provide advice on Margin Lending, Gearing, Self-Managed Superannuation Funds and Credit.

Authorised to provide tax financial advice services

Qualifications and Training

1998

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Fiducian Financial Services Pty Ltd

Jul 2021 - Present Current

This adviser is not authorised to provide advice on Margin Lending, Gearing, Self-Managed Superannuation Funds and Credit.

Akumin Financial Planning Pty Limited

Jan 2004 - Jul 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register