Financial Adviser · GREENSLOPES, QLD

Scott Richard Campbell

GREENSLOPES, QLD

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 001000654

Currently at

Campbell Financial

Bundall, QLD (firm address)

View firm profile

About Scott Richard Campbell

Scott Richard Campbell is a financial adviser based in Greenslopes, Queensland, with 25 years of experience in the financial services industry since 2001. Scott is currently authorised under Alliance Wealth, operating through Campbell Financial. Scott holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Scott's qualifications include a Bachelor of Economics from University of Queensland. Scott is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds Margin Lending

Restrictions: Not authorised to provide advice in self managed superannuation funds

Authorised to provide tax financial advice services

Qualifications and Training

1987

Bachelor of Economics

University of Queensland

2000

Diploma of Financial Planning (8 units)

FPA Australia

2011

Margin Lending and Geared Investments

Kaplan Professional

2014

Self Managed Superannuation Funds

Kaplan Professional

2015

TASA and the TPB Code of Professional Conduct

Kaplan Professional

2015

Tax for Financial Advising Course (DFP5)

Kaplan Professional

2016

Commercial Law Course (TASACL)

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2023

Accredited Aged Care Professional Program

Aged Care Steps

Registration History

Alliance Wealth Pty Ltd

Jan 2021 - Present Current

Not authorised to provide advice in self managed superannuation funds

QINVEST LIMITED

May 2001 - Dec 2020 Ceased

Source: ASIC Financial Advisers Register