Financial Adviser · WAGGA WAGGA, NSW

Campbell Munro Knox

WAGGA WAGGA, NSW

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000303067

Currently at

The Trustee For Oracle Advisory Group Unit Trust

Charlestown, NSW (firm address)

View firm profile

Campbell Munro Knox is a financial adviser based in Wagga Wagga, New South Wales, with 13 years of experience in the financial services industry since 2013. Campbell is currently authorised under Oracle Advisory Group, operating through The Trustee For Oracle Advisory Group Unit Trust. Campbell holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Campbell's qualifications include a Bachelor of Business (Business Management) from Charles Sturt University. Campbell is a member of SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1993

Bachelor of Business (Business Management)

Charles Sturt University

1997

Graduate Diploma of Applied Finance and Investment

Kaplan Professional (formerly FINSIA)

2005

Graduate Diploma of Financial Planning

Kaplan Professional (formerly FINSIA)

2008

Diploma of Financial Services (Financial Planning)

Mentor Education / RG146

2019

Ethics and Professionalism in Financial Advice

Kaplan Professional

Registration History

Oracle Advisory Group Pty. Ltd.

Mar 2023 - Present Current

Oracle Investment Management Pty Ltd

Oct 2020 - Mar 2023 Ceased

Wealth Today Pty Ltd

Apr 2020 - Sep 2020 Ceased

Same as Licensee excluding Margin Lending

Financial Wisdom Limited

Jun 2013 - Mar 2020 Ceased

Not authorised to provide personal advice on Standard Margin Lending; SMSF.

W B FINANCIAL MANAGEMENT PTY LTD

Mar 2010 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register