Scott Campbell Middleton
Financial Adviser in Kiama, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000326328
- Location
- Kiama NSW 2533
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 21 October 2022
- First provided advice
- 1996
- Qualifications
- FNS50804 Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); Family SMSF Advisor RG 146 Course, Terra Cordis (2018)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Scott Campbell Middleton
Scott Campbell Middleton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kiama, New South Wales (adviser number 000326328).
Scott provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 21 October 2022.
The register records 1996 as the year Scott first provided financial advice. Qualifications and training on file include FNS50804 Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012) and Family SMSF Advisor RG 146 Course (Terra Cordis, 2018).
Scott is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Scott Campbell Middleton a registered financial adviser?
Yes. Scott Campbell Middleton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000326328.
Which licensee does Scott Campbell Middleton work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Scott Campbell Middleton 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.