JOHN PETER BELLAS

Financial Adviser Β· Wynnum, QLD

Registered

Registration Number

000235787

Registration Status

Registered

Location

Wynnum, QLD 4178

Providing Advice Since

1998

Registration Date

01/09/2003

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

πŸ“š Qualifications & Training

1994 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Griffith University
2001 - Diploma of Finanical Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
2020 - Self Managed Superannuation Fund Adviser (Personal Advice) Course - Other - Mentor Education
2021 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education

🏒 Professional Memberships

Certified Financial Planner (CFP) of 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.