Scott Richard Campbell
Financial Adviser in Greenslopes, Queensland, Australia
Review Scott Richard Campbell
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001000654
- Location
- Greenslopes QLD 4120
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 15 January 2021
- First provided advice
- 2001
- Qualifications
- Bachelor of Economics, University of Queensland (1987); Diploma of Financial Planning (8 units), FPA Australia (2000); Margin Lending and Geared Investments, Kaplan Professional (2011); Self Managed Superannuation Funds, Kaplan Professional (2014); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2015); Tax for Financial Advising Course (DFP5), Kaplan Professional (2015); Commercial Law Course (TASACL), Kaplan Professional (2016); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020); Accredited Aged Care Professional Program, Aged Care Steps (2023)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not authorised to provide advice in self managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Scott Richard Campbell
Scott Richard Campbell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Greenslopes, Queensland (adviser number 001000654).
The licensee Scott advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 15 January 2021.
According to the register, Scott first provided financial advice in 2001. The qualifications listed for Scott include Bachelor of Economics (University of Queensland, 1987), Diploma of Financial Planning (8 units) (FPA Australia, 2000) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Scott is recorded as a member of Certified Financial Planner (CFP) of FAAA.
Scott is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts, 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: “Not authorised to provide advice in self managed superannuation funds.”
Reviews
Nobody has reviewed Scott Richard Campbell here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Scott Richard Campbell a registered financial adviser?
Yes. Scott Richard Campbell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000654.
Which licensee does Scott Richard Campbell work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Scott Richard Campbell give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not authorised to provide advice in self managed superannuation funds."