DENISE BELL

Financial Adviser ยท Chatswood, NSW

Registered

Registration Number

000255100

Registration Status

Registered

Location

Chatswood, NSW 2067

Providing Advice Since

2005

Registration Date

06/11/2014

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

1998 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney
2000 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand
2003 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2005 - Advanced Diploma of Financial Services (Financial Services) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2008 - Certification Program - Professional Designations - Financial Advice Association of Australia Limited (formerly Financial Planning Association of Austra
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner

โ„น๏ธ 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.