You are here

Home » Financial Adviser

Financial Advisers: CAMPBELL MUNRO KNOX Information

This is the detailed information about CAMPBELL MUNRO KNOX, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000303067, the year the Financial Adviser first provided advice is 2013 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:44.

Financial Adviser Number: 000303067
Financial Adviser Name: CAMPBELL MUNRO KNOX
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2013
Adviser Town: Wagga Wagga
Adviser Country: Australia
Adviser Town: Charlestown
Adviser State: NSW
Adviser Country: Australia
Adviser Town: Wagga Wagga
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: FINANCIAL WISDOM LIMITED
    Licence Number: 000231138
    Licence ABN: 70006646108
    The company(ies) or people who control the licensee's business: COMMONWEALTH BANK OF AUSTRALIA
    The date the Financial Adviser commenced the appointment: 2013-06-29
    The date the Financial Adviser ceased the appointment: 2020-03-31
    Authorised Representative Name: FINANCIAL WISDOM LIMITED
    Authorised Representative Number: 000231138
    Rep Appointed ABN: 70006646108
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Business Management) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Mentor Education / RG146 ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Kaplan Professional (formerly FINSIA) ~ Graduate Diploma of Financial Planning - Kaplan Professional (formerly FINSIA)
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Other - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association
    Provides details on areas the Financial Adviser is restricted from giving advice on: Not authorised to provide personal advice on Standard Margin Lending; SMSF.
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: ORACLE INVESTMENT MANAGEMENT PTY LTD
    Licence Number: 000430574
    Licence ABN: 15149971808
    The date the Financial Adviser commenced the appointment: 2020-10-01
    Authorised Representative Name: THE TRUSTEE FOR ORACLE ADVISORY GROUP UNIT TRUST
    Authorised Representative Number: 001263101
    Rep Appointed ABN: 94357547498
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Business Management) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Mentor Education / RG146 ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Kaplan Professional (formerly FINSIA) ~ Graduate Diploma of Financial Planning - Kaplan Professional (formerly FINSIA)
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Other - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: WEALTH TODAY PTY LTD
    Licence Number: 000340289
    Licence ABN: 62133393263
    The company(ies) or people who control the licensee's business: WT FINANCIAL GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2020-04-01
    The date the Financial Adviser ceased the appointment: 2020-09-30
    Authorised Representative Name: GARY LANGTRY PTY LTD
    Authorised Representative Number: 000244266
    Rep Appointed ABN: 85003308138
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Business Management) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Mentor Education / RG146 ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Kaplan Professional (formerly FINSIA) ~ Graduate Diploma of Financial Planning - Kaplan Professional (formerly FINSIA)
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Other - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association
    Provides details on areas the Financial Adviser is restricted from giving advice on: Same as Licensee excluding Margin Lending
  4. Financial Adviser Status: Ceased
    Name of the licence holder: W B FINANCIAL MANAGEMENT PTY LTD
    Licence Number: 000236839
    Licence ABN: 71073303885
    The date the Financial Adviser commenced the appointment: 2010-03-20
    The date the Financial Adviser ceased the appointment: 2013-06-28
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Business Management) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Mentor Education / RG146 ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Kaplan Professional (formerly FINSIA) ~ Graduate Diploma of Financial Planning - Kaplan Professional (formerly FINSIA)
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Other - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association

Click here to purchase Australia company credit reports, helping you understand the target company's background, financial status, risk assessment, and other key information to provide strong support for your business decisions.



Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.