MARCUS CAMPBELL

Financial Adviser · Sydney, NSW

Registered

Registration Number

001255985

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2003

Registration Date

16/03/2021

Financial Services Licensee

SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD

Licence #000490255

📚 Qualifications & Training

1997 - Bachelor of Science - - Flinders University of South Australia
2004 - Bachelor of Management (Marketing) - - University of South Australia
2006 - ASX Accredited Derivatives Adviser Level One - Certificate (AQF 1-4) - Tribeca
2006 - ASX Accredited Derivatives Adviser Level Two - Certificate (AQF 1-4) - Tribeca
2006 - Graduate Diploma in Applied Finance and Investment - - FINSIA
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd

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.