Campbell Knox
Financial Adviser
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About
Campbell Knox is an ASIC-registered financial adviser based in Wagga Wagga, NSW, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a career spanning over two decades in the financial services industry, Campbell brings a wealth of knowledge and experience to every client interaction. Campbell's qualifications include a Bachelor of Business (Business Management) from Charles Sturt University, a Graduate Diploma of Applied Finance and Investment from Kaplan Professional (formerly FINSIA), and a Graduate Diploma of Financial Planning also from Kaplan Professional. He also holds a Diploma of Financial Services (Financial Planning) and has completed Ethics and Professionalism in Financial Advice training. Campbell is a member of the SMSF Association, demonstrating his commitment to specialized knowledge in self-managed superannuation funds. Authorised to provide advice on a broad range of financial products, Campbell can assist you with superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), wealth management strategies, and investments in securities and government debt securities. He is passionate about providing tailored solutions to meet the unique needs of each client. Key services include: • Superannuation advice and planning • Comprehensive insurance solutions • Wealth management and investment strategies • Retirement planning • SMSF advice Ready to take control of your financial future? Contact Campbell today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Campbell Knox provide?
Campbell Knox provides a range of financial services including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is also an expert in SMSF advice.
What qualifications does Campbell Knox have?
Campbell Knox holds a Bachelor of Business (Business Management), a Graduate Diploma of Applied Finance and Investment, a Graduate Diploma of Financial Planning, and a Diploma of Financial Services (Financial Planning). He has also completed Ethics and Professionalism in Financial Advice training.
How can Campbell Knox help me with my superannuation?
Campbell can provide expert advice on superannuation strategies, including contribution strategies, investment options, and retirement planning. He can also assist with setting up and managing a Self-Managed Superannuation Fund (SMSF).
What is the process of working with Campbell Knox?
The process begins with an initial consultation to understand your financial goals and current situation. Campbell will then develop a personalized financial plan tailored to your needs. Regular reviews will be conducted to ensure your plan remains aligned with your goals.
What should I expect when meeting with Campbell Knox for the first time?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Campbell will listen carefully and ask questions to gain a comprehensive understanding of your needs. This will help him develop a tailored financial plan for you.
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