Joel Phillip Campbell
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001249
- Location
- Sydney NSW 2000
- Licensee
- Campbell Financial Group Pty Limited (AFSL 457078)
- Authorised since
- 7 October 2014
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2012); Fellow Chartered Financial Practitioner FChFP, Kaplan Association of Financial Advisers (2017)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Financial Advice Association of Australia (FAAA); MDRT
- 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 Joel Phillip Campbell
On the Financial Advisers Register kept by ASIC, Joel Phillip Campbell appears as a current financial adviser in Sydney, New South Wales, adviser number 001001249.
The licensee Joel advises under is Campbell Financial Group Pty Limited (AFS licence 457078). That authorisation dates from 7 October 2014.
The register records 2004 as the year Joel first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008), Certificate IV in Finance and Mortgage Broking (Kaplan Professional, 2012) and Fellow Chartered Financial Practitioner FChFP (Kaplan Association of Financial Advisers, 2017). Joel is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and MDRT.
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 Joel Phillip Campbell a registered financial adviser?
Yes. Joel Phillip Campbell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001249.
Which licensee does Joel Phillip Campbell work under?
Campbell Financial Group Pty Limited, Australian financial services licence 457078.
What can Joel Phillip 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.