TERENCE WILLIAM CAMPBELL
Financial Adviser · Charlestown, NSW
📚 Qualifications & Training
2000 - Diploma of Business (Real Estate Management) - - TAFE
2006 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional (formerly Tribeca)
2007 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association of Australia
2011 - Margin Lending - - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.