James Anthony Campbell
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249566
- Location
- Bathurst NSW 2795
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 28 July 2021
- First provided advice
- 1993
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1998)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- This adviser is not authorised to provide advice on Margin Lending, Gearing, Self-Managed Superannuation Funds and Credit.
- Tax (financial) advice
- Yes
- Register status
- Current
About James Anthony Campbell
James Anthony Campbell is a financial adviser in Bathurst, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000249566.
Advice is given under the Australian financial services licence of Fiducian Financial Services Pty Ltd, licence number 231103. The current authorisation started on 28 July 2021.
According to the register, James first provided financial advice in 1993. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1998). James is recorded as a member of Financial Advice Association of Australia (FAAA).
James is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This adviser is not authorised to provide advice on Margin Lending, Gearing, Self-Managed Superannuation Funds and Credit.”
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Questions people ask
Is James Anthony Campbell a registered financial adviser?
Yes. James Anthony Campbell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249566.
Which licensee does James Anthony Campbell work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can James Anthony Campbell give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "This adviser is not authorised to provide advice on Margin Lending, Gearing, Self-Managed Superannuation Funds and Credit."