Timothy Campbell
Financial Adviser in Ascot Vale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000440114
- Location
- Ascot Vale VIC 3032
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 4 June 2013
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Economics and Finance), Royal Melbourne Institute Of Technology (2005); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Campbell
Timothy Campbell is a financial adviser in Ascot Vale, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000440114.
The licensee Timothy advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 4 June 2013.
The register records 2005 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Bachelor of Business (Economics and Finance) (Royal Melbourne Institute Of Technology, 2005), Certified Financial Planner (Financial Planning Association of Australia (FPA), 2015) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2022).
Timothy is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Timothy Campbell a registered financial adviser?
Yes. Timothy Campbell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000440114.
Which licensee does Timothy Campbell work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Timothy 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."