Bree Campbell
Financial Adviser in Wangaratta, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241293
- Location
- Wangaratta VIC 3677
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 1999
- Qualifications
- Bachelor Business (Financial Planning), Royal Melbourne Institute of Technology (RMIT) (1999); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2001); RG146 928 Margin Lending & Geared Investments, Kaplan Australia (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bree Campbell
Bree Campbell is a financial adviser in Wangaratta, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000241293.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. That authorisation dates from 1 June 2021.
According to the register, Bree first provided financial advice in 1999. The qualifications listed for Bree include Bachelor Business (Financial Planning) (Royal Melbourne Institute of Technology (RMIT), 1999), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2001) and RG146 928 Margin Lending & Geared Investments (Kaplan Australia, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Bree Campbell a registered financial adviser?
Yes. Bree Campbell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241293.
Which licensee does Bree Campbell work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Bree Campbell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.