JASON SCOTT BELL
Financial Adviser · Moonee Ponds, VIC
📚 Qualifications & Training
2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia
2010 - Certified Financial Planner - Professional Designations - FPA
2013 - Provide Advice in Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan
2021 - Accredited Listed Product Adviser Program - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.