EDWARD JACK BELL

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

000315610

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

1992

Registration Date

09/05/2014

Financial Services Licensee

PERKS PRIVATE WEALTH PTY LTD

Licence #000236551

šŸ“š Qualifications & Training

1992 - Bachelor of Economics - Bachelor Degree (AQF 7) - Flinders University
2001 - Graduate Diploma in Financial Planning (Historical SIA/FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2015 - Life Risk Specialist (LRS) Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - Commercial Law - Other - Kaplan Education Pty Ltd (T/A Kaplan Professional)

šŸ¢ Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association Australia (FAAA)

ā„¹ļø 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.