CAMPBELL SORELL
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1990 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Ltd
2005 - 5 unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia Ltd
2005 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Ltd
2014 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.