JESSICA BELL
Financial Adviser · Leongatha, VIC
📚 Qualifications & Training
2006 - Bachelor of Social Science (Psychology) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2009 - Diploma of Financial Services Financial Planning - Diploma (AQF 5) - Kaplan
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2019 - Chartered Life Practitioner - Professional Designations - Financial Advice Association of Australia Limited
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Ltd
2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Education Pty Ltd
🏢 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.