IAN ROBERT BELL
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2008 - Bachelor of Commerce (Accounting & Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong
2010 - Certificate in Applied Tax - - Taxation Institute of Australia
2013 - Chartered Accountants Program - - Chartered Accountants Australia and New Zealand
2020 - Ethics + Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.